AdvisorCensus / Custodians / Matrix Trust Company
Investment advisory firms using Matrix Trust Company as a custodian
40 SEC-registered investment advisory firms name Matrix Trust Company as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.
| Metro area | Advisory firms |
|---|---|
| San Francisco, CA | 4 |
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.
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AdvisorCensus. Investment advisory firms using Matrix Trust Company as a custodian. https://advisorcensus.com/custodians/matrix-trust https://advisorcensus.com/custodians/matrix-trust