MATRIX GROUP OF FUNDS, LLC

MATRIX GROUP OF FUNDS, LLC of MANCHESTER CENTER, VT is an SEC-registered investment adviser (CRD 132853). Regulatory assets under management: $30.4M.

Registration

• CRD: 132853
• SEC file number: 801-63791
• Type: Registered investment adviser
• Location: 7190 MAIN STREET, PO BOX 1584, MANCHESTER CENTER, VT, 05255-1584
• Phone: 802-362-5639
• Latest filing: 2009-02-25
• Regulatory AUM: $30.4M
• Discretionary AUM: $30.0M
• Non-discretionary AUM: $416K
• Clients: 1
• Accounts: 144

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 132853 on SEC IAPD (source of record)
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