Matrix Financial Solutions, Inc.
$8.8M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$446K
$446K
2022
2023
Same-firm comparison: 1 firms that reported Matrix Financial Solutions, Inc. in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Daybright Advisory Services, Inc. | $8.4M | $899M | 0.9% | 03/28/2024 |
| Cerda Munoz Advisors, Inc | $446K | $168M | 0.3% | 03/29/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.