Matrix 360 Advisor, LLC (New York)

Matrix 360 Advisor, LLC is a related adviser based in New York. It manages $2 of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010.

Matrix 360 Advisor provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Matrix 360 Advisor: assets under management

The assets under management (AUM) of Matrix 360 Advisor, LLC is $2, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2 in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Matrix 360 Advisor, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Matrix 360 Advisor, LLC

Teleki Paul Andras joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matrix 360 Holding Llc	Shareholder	1 Jul 2010	75% - 100%	26-4176360
Christopher Francis Anci	Chief compliance officer / managing member	1 Jul 2010	Other	2747555
Walter D Karle	Cco	1 Jan 2012	Other	5782922
Robert Steven Driessen	Chief executive officer and chief compliance officer	1 Nov 2014	Other	2613085
Matthew Wentworth Burleigh	Chief executive officer	1 Nov 2015	Other	2266885
Teleki Paul Andras	Chief compliance officer	1 Jan 2016	Other	6631482

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jennifer Ruth Sarkany	Member	1 Oct 2009	25% - 50%	4795697
Michelle Sarkany	Member	1 Oct 2009	25% - 50%	5651580
Christopher Francis Anci	Member	1 Oct 2009	25% - 50%	2747555
Randall Linscott	Chief executive officer	1 Nov 2014	50% - 75%	6428438

Based in New York

The principal office where Matrix 360 Advisor, LLC performs its advisory services is located at 106 West 32 Nd Street, New York, NY 10001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 8167870718 or by fax 8168173267. The normal business hours are 8:00am to 5:00pm on Monday - Friday.