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Financial Advisor   

$450MM AUM | $2.1MM GDC in Chicago, IL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Chicago, IL, US
12 Month Gross Revenue
$2,100,000
Number of Accounts
280
Avg Client Age
63

Overview

Matrix Capital Advisors is a Chicago-based independent wealth management firm serving families across the United States. We provide our clients with comprehensive wealth management services.

Our individually tailored investment solutions are designed to fit each client’s goals, needs, and values. We utilize alternative investments extensively to reduce risk, minimize volatility and increase income. We work extensively with client's tax and estate counsel to implement estate and tax plans that reduce taxes and preserve wealth for generations.

 
Extended Profile Information

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