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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$2,100,000
# 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.

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