MATRIX PLANNING INC
CRD #110812 SEC #801-26943 SANTA MONICA, CA 310-399-0457
SEC Registered Private Funds
Total AUM
$126.5M
Discretionary
$88.1M
Employees
4
Clients
0
Accounts
79
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $126.5M | $88.1M | $38.3M | 4 | 0 |
| Mar 2024 | $118.4M | $71.1M | $47.3M | 3 | 0 |
| Mar 2023 | $110.5M | $53.8M | $56.8M | 4 | 0 |
| Mar 2022 | $149.5M | $113.1M | $36.4M | 3 | 0 |
| Mar 2021 | $130.9M | $97.2M | $33.8M | 3 | 0 |
| Jul 2020 | $127.3M | $75.6M | $51.7M | 3 | 0 |
| Jun 2020 | $127.3M | $75.6M | $51.7M | 3 | 0 |
| Mar 2020 | $127.3M | $75.6M | $51.7M | 3 | 0 |
| Mar 2019 | $108M | $62.1M | $45.9M | 3 | 0 |
| Mar 2018 | $105.2M | $54.3M | $50.8M | 3 | 0 |
| Apr 2017 | $92.9M | $48.5M | $44.5M | 3 | 11 |
| Mar 2016 | $100.6M | $46.7M | $53.9M | 3 | 11 |
| Mar 2015 | $108.8M | $63.7M | $45.1M | 3 | 11 |
| Mar 2014 | $103.4M | $46.5M | $56.8M | 3 | 11 |
| Mar 2013 | $101.9M | $59.2M | $42.7M | 3 | 11 |
| Mar 2012 | $99.6M | $46.6M | $53M | 1 | 11 |
| Apr 2011 | $109M | $51M | $58M | 5 | -- |
| Dec 2010 | $93.5M | $58.2M | $35.4M | 5 | -- |
| Mar 2010 | $93.5M | $58.2M | $35.4M | 5 | -- |
| Mar 2009 | $90M | $63M | $27M | 5 | -- |
| Jan 2008 | $117M | $0 | $117M | 5 | -- |
| Oct 2007 | $117M | $0 | $117M | 5 | -- |
| Mar 2007 | $117M | $0 | $117M | 5 | -- |
| Jan 2006 | $124M | $0 | $124M | 5 | -- |
| Apr 2004 | $85M | $0 | $85M | 5 | -- |
| Jun 2001 | $75M | $0 | $75M | 5 | -- |
DateMar 2025
Total AUM$126.5M
Discretionary$88.1M
Non-Disc.$38.3M
Employees4
Clients0
DateMar 2024
Total AUM$118.4M
Discretionary$71.1M
Non-Disc.$47.3M
Employees3
Clients0
DateMar 2023
Total AUM$110.5M
Discretionary$53.8M
Non-Disc.$56.8M
Employees4
Clients0
DateMar 2022
Total AUM$149.5M
Discretionary$113.1M
Non-Disc.$36.4M
Employees3
Clients0
DateMar 2021
Total AUM$130.9M
Discretionary$97.2M
Non-Disc.$33.8M
Employees3
Clients0
DateJul 2020
Total AUM$127.3M
Discretionary$75.6M
Non-Disc.$51.7M
Employees3
Clients0
DateJun 2020
Total AUM$127.3M
Discretionary$75.6M
Non-Disc.$51.7M
Employees3
Clients0
DateMar 2020
Total AUM$127.3M
Discretionary$75.6M
Non-Disc.$51.7M
Employees3
Clients0
DateMar 2019
Total AUM$108M
Discretionary$62.1M
Non-Disc.$45.9M
Employees3
Clients0
DateMar 2018
Total AUM$105.2M
Discretionary$54.3M
Non-Disc.$50.8M
Employees3
Clients0
DateApr 2017
Total AUM$92.9M
Discretionary$48.5M
Non-Disc.$44.5M
Employees3
Clients11
DateMar 2016
Total AUM$100.6M
Discretionary$46.7M
Non-Disc.$53.9M
Employees3
Clients11
DateMar 2015
Total AUM$108.8M
Discretionary$63.7M
Non-Disc.$45.1M
Employees3
Clients11
DateMar 2014
Total AUM$103.4M
Discretionary$46.5M
Non-Disc.$56.8M
Employees3
Clients11
DateMar 2013
Total AUM$101.9M
Discretionary$59.2M
Non-Disc.$42.7M
Employees3
Clients11
DateMar 2012
Total AUM$99.6M
Discretionary$46.6M
Non-Disc.$53M
Employees1
Clients11
DateApr 2011
Total AUM$109M
Discretionary$51M
Non-Disc.$58M
Employees5
Clients--
DateDec 2010
Total AUM$93.5M
Discretionary$58.2M
Non-Disc.$35.4M
Employees5
Clients--
DateMar 2010
Total AUM$93.5M
Discretionary$58.2M
Non-Disc.$35.4M
Employees5
Clients--
DateMar 2009
Total AUM$90M
Discretionary$63M
Non-Disc.$27M
Employees5
Clients--
DateJan 2008
Total AUM$117M
Discretionary$0
Non-Disc.$117M
Employees5
Clients--
DateOct 2007
Total AUM$117M
Discretionary$0
Non-Disc.$117M
Employees5
Clients--
DateMar 2007
Total AUM$117M
Discretionary$0
Non-Disc.$117M
Employees5
Clients--
DateJan 2006
Total AUM$124M
Discretionary$0
Non-Disc.$124M
Employees5
Clients--
DateApr 2004
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateJun 2001
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees5
Clients--