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Senior Managing Director/chief Financial Officer · Matrix Asset Advisors Inc

Lon F Birnholz

CRD 1745490 · Named on Form ADV at one SEC-registered adviser

At a glance

Matrix Asset Advisors Inc, an SEC-registered wealth manager based in White Plains, NY with $1.4 billion in regulatory assets, lists Lon F Birnholz on its Form ADV as Senior Managing Director/chief Financial Officer, a control person.

Firms and roles

  • Matrix Asset Advisors IncSenior Managing Director/chief Financial OfficerWealth manager · White Plains, NY · $1.4B in regulatory assets

AtlasMembers

Lon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • David A. KatzPresident/chief Investment Officer, Matrix Asset Advisors Inc
  • Steven G. RoukisManaging Director / Senior Portfolio Manager, Matrix Asset Advisors Inc
  • Jordan F. PosnerManaging Director / Senior Portfolio Manager, Matrix Asset Advisors Inc
  • Stephan J. WeinbergerManaging Director/senior Portfolio Manager, Matrix Asset Advisors Inc
  • Sherri L. HurwitzVice President, Head Equity Trader, Matrix Asset Advisors Inc

3 more people named with Lon on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.