AdvisorCensus / Financial advisors / California / San Francisco, CA / Matrix Trust Company
Financial advisors in San Francisco, CA using Matrix Trust Company
4 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name Matrix Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Carbon Collective Investing, LLC | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Human Interest Advisors LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Jocelyn Investment Management, LLC | San Rafael | SEC-registered investment adviser | $1 billion to $5 billion |
| Octavewealth | San Francisco | SEC-registered investment adviser | $25 million to $100 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Matrix Trust Company nationwide
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AdvisorCensus. Financial advisors in San Francisco, CA using Matrix Trust Company. https://advisorcensus.com/advisors/ca/san-francisco/custodians/matrix-trust https://advisorcensus.com/advisors/ca/san-francisco/custodians/matrix-trust