MATRIX PLANNING INC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 110812). Regulatory assets under management: $121.4M.
Compensation: Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Roberta Jean Smith | PRESIDENT/CHIEF COMPLIANCE OFFICER | Santa Monica, CA |
| Shawn Anthony Smith | SHAREHOLDER | — |
| SMITH KELLEY JEAN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SMITH SHAWN ANTHONY | CHIEF COMPLIANCE OFFICER; SHAREHOLDER; VICE PRESIDENT | — |