Matrix Planning Inc
Legal Name: MATRIX PLANNING INC
Full Contact Details
Matrix Planning Inc
3015 MAIN STREET, SUITE 403, SANTA MONICA, CA
310-399-0457
310-399-0625
Other Info
MATRIX PLANNING INC, a registered CA Corporation, is a small financial advisory firm with three employees, one of whom is in an advisory role. While the number of clients served is unknown, the firm was last approved by the SEC on May 15, 1986, indicating regulatory compliance and stability as a financial services provider.
Direct Owners
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ROBERTA JEAN SMITH
PRESIDENT/CHIEF COMPLIANCE OFFICER owns 75% or more
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SHAWN ANTHONY SMITH
SHAREHOLDER owns more than 10% but less than 25%
Custodians
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WASHINGTON TRUST BANK
United States