MATRIX ASSET ADVISORS INC
CRD #107408 SEC #801-36872 WHITE PLAINS, NY 212-486-2004
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
11
Clients
101
Accounts
620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $0 | 11 | 5 |
| Mar 2024 | $1B | $1B | $0 | 12 | 6 |
| Mar 2023 | $884.5M | $884.5M | $0 | 12 | 6 |
| Jan 2023 | $994.4M | $994.4M | $0 | 12 | 5 |
| Nov 2022 | $994.4M | $994.4M | $0 | 12 | 5 |
| Apr 2022 | $994.4M | $994.4M | $0 | 12 | 5 |
| Mar 2022 | $994.4M | $994.4M | $0 | 12 | 5 |
| Mar 2021 | $790.9M | $790.9M | $0 | 13 | 5 |
| Jul 2020 | $814.1M | $814.1M | $0 | 13 | 2 |
| Jun 2020 | $814.1M | $814.1M | $0 | 13 | 2 |
| Mar 2020 | $814.1M | $814.1M | $0 | 13 | 2 |
| Mar 2019 | $717.4M | $717.4M | $0 | 13 | 3 |
| Mar 2018 | $792.6M | $792.6M | $0 | 13 | 3 |
| Sep 2017 | $763.9M | $763.9M | $0 | 14 | 500 |
| Mar 2017 | $763.9M | $763.9M | $0 | 14 | 500 |
| Dec 2016 | $678.8M | $678.8M | $0 | 13 | 500 |
| Mar 2016 | $678.8M | $678.8M | $0 | 13 | 500 |
| Mar 2015 | $1B | $1B | $0 | 15 | 500 |
| Jan 2014 | $977.8M | $977.8M | $0 | 15 | 500 |
| Apr 2013 | $785.2M | $785.2M | $0 | 15 | 500 |
| Mar 2012 | $874M | $874M | $0 | 11 | 500 |
| Apr 2011 | $1B | $1B | $0 | -- | -- |
| Mar 2010 | $1.2B | $1.2B | $0 | -- | -- |
| Sep 2009 | $1B | $1B | $0 | -- | -- |
| Mar 2009 | $1B | $1B | $0 | -- | -- |
| May 2007 | $1.7B | $1.7B | $0 | -- | -- |
| Mar 2007 | $1.7B | $1.7B | $0 | -- | -- |
| Dec 2005 | $1.6B | $1.6B | $0 | -- | -- |
| Feb 2005 | $1.1B | $1.1B | $0 | -- | -- |
| May 2004 | $1.1B | $1.1B | $0 | -- | -- |
| May 2004 | $1.1B | $1.1B | $0 | -- | -- |
| Apr 2004 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2004 | $1.1B | $1.1B | $0 | -- | -- |
| Nov 2003 | $709.4M | $709.4M | $0 | -- | -- |
| Nov 2003 | $709.4M | $709.4M | $0 | -- | -- |
| Mar 2002 | $763M | $763M | $0 | -- | -- |
| May 2001 | $671.2M | $671.2M | $0 | -- | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients5
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients6
DateMar 2023
Total AUM$884.5M
Discretionary$884.5M
Non-Disc.$0
Employees12
Clients6
DateJan 2023
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees12
Clients5
DateNov 2022
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees12
Clients5
DateApr 2022
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees12
Clients5
DateMar 2022
Total AUM$994.4M
Discretionary$994.4M
Non-Disc.$0
Employees12
Clients5
DateMar 2021
Total AUM$790.9M
Discretionary$790.9M
Non-Disc.$0
Employees13
Clients5
DateJul 2020
Total AUM$814.1M
Discretionary$814.1M
Non-Disc.$0
Employees13
Clients2
DateJun 2020
Total AUM$814.1M
Discretionary$814.1M
Non-Disc.$0
Employees13
Clients2
DateMar 2020
Total AUM$814.1M
Discretionary$814.1M
Non-Disc.$0
Employees13
Clients2
DateMar 2019
Total AUM$717.4M
Discretionary$717.4M
Non-Disc.$0
Employees13
Clients3
DateMar 2018
Total AUM$792.6M
Discretionary$792.6M
Non-Disc.$0
Employees13
Clients3
DateSep 2017
Total AUM$763.9M
Discretionary$763.9M
Non-Disc.$0
Employees14
Clients500
DateMar 2017
Total AUM$763.9M
Discretionary$763.9M
Non-Disc.$0
Employees14
Clients500
DateDec 2016
Total AUM$678.8M
Discretionary$678.8M
Non-Disc.$0
Employees13
Clients500
DateMar 2016
Total AUM$678.8M
Discretionary$678.8M
Non-Disc.$0
Employees13
Clients500
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees15
Clients500
DateJan 2014
Total AUM$977.8M
Discretionary$977.8M
Non-Disc.$0
Employees15
Clients500
DateApr 2013
Total AUM$785.2M
Discretionary$785.2M
Non-Disc.$0
Employees15
Clients500
DateMar 2012
Total AUM$874M
Discretionary$874M
Non-Disc.$0
Employees11
Clients500
DateApr 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$709.4M
Discretionary$709.4M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$709.4M
Discretionary$709.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$763M
Discretionary$763M
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$671.2M
Discretionary$671.2M
Non-Disc.$0
Employees--
Clients--