RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SMITH, ROBERTA, JEANIPRESIDENTE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENTE Control
SMITH, ROBERTA, JEANIPRESIDENTE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENTE Control
SMITH, ROBERTA, JEANIPRESIDENTE Control
SMITH, ROBERTA, JEANIPRESIDENTE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, ROBERTA, JEANIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SMITH, SHAWN, ANTHONYIVICE PRESIDENTB Control
SMITH, SHAWN, ANTHONYICHIEF COMPLIANCE OFFICERB Control
SMITH, SHAWN, ANTHONYIVICE PRESIDENTB Control
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYIVICE PRESIDENTB Control
SMITH, SHAWN, ANTHONYICHIEF COMPLIANCE OFFICERB Control
SMITH, SHAWN, ANTHONYIVICE PRESIDENTB Control
SMITH, SHAWN, ANTHONYIVICE PRESIDENTB Control
SMITH, SHAWN, ANTHONYIVICE PRESIDENTB Control
SMITH, SHAWN, ANTHONYIVICE PRESIDENTB Control
SMITH, SHAWN, ANTHONYICHIEF COMPLIANCE OFFICERB Control
SMITH, SHAWN, ANTHONYIVICE PRESIDENTB Control
SMITH, SHAWN, ANTHONYICHIEF COMPLIANCE OFFICERB Control
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB
SMITH, SHAWN, ANTHONYISHAREHOLDERB

Registrations

Federal

IA
Mar 14, 2025 REGISTERED

Notice Filings (1)

CA

Address

3015 MAIN STREET
SUITE 403
SANTA MONICA, CA 90405
United States
Phone: 310-399-0457