Matrix Financial, LLC

Wellesley, MA

Massachusetts

Registered In

10/13/2004

Incorp. Date

Company Summary

Matrix Financial, LLC at 60 Walnut St, Wellesley, Ma 02481 lists Carl Alviti and John S. Solon of Wellesley, MA as the associates.

Overview

Registered In

Massachusetts

Incorporation Date

10/13/2004

Company Type

Domestic Limited Liability Company (Llc)

Status

Active

Registration Type

Domestic

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People

John S. Solon Registered Agent	60 WALNUT ST, WELLESLEY, MA 02481
Carl Alviti REAL PROPERTY
John S. Solon REAL PROPERTY	60 WALNUT ST, WELLESLEY, MA 02481
Carl Alviti SOC SIGNATORY
John S. Solon SOC SIGNATORY	60 WALNUT ST, WELLESLEY, MA 02481

Map & Locations

60 WALNUT ST, WELLESLEY, MA 02481 View Map

Financials

Financial Information for Matrix Financial, LLC

Form 5500

MATRIX FINANCIAL, LLC

60 Walnut Street, Wellesley, Ma 02481 (781) 943-4100 EIN:04-3486433 Plan Admin:Carl Alviti

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$4,891,117 / $6,209,012	2023	MATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN - Plan #001	14 / 14	$4,891,117 / $6,209,012
2022	Plan NameMATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$5,684,601 / $4,891,117	2022	MATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN - Plan #001	14 / 14	$5,684,601 / $4,891,117
2021	Plan NameMATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$4,644,581 / $5,684,601	2021	MATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN - Plan #001	16 / 14	$4,644,581 / $5,684,601
2020	Plan NameMATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$3,760,370 / $4,644,581	2020	MATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN - Plan #001	14 / 16	$3,760,370 / $4,644,581
2019	Plan NameMATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$2,910,594 / $3,760,370	2019	MATRIX FINANCIAL, LLC EMPLOYEE SAVINGS PLAN - Plan #001	11 / 13	$2,910,594 / $3,760,370

Benefit & Retirement Plans based on Form 5500.

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Related Business Names:

Matrix Financial LLC Registered in Michigan	Birmingham, MI	View Report
Matrix Financial Solutions LLC Registered in New Jersey		View Report
Matrix Capital Services Llc (Matrix Financial Services Llc ) Registered in Ohio	Columbus, OH Dallas, TX	View Report
Matrix Financial Network, LLC Registered in Wyoming	Sheridan, WY	View Report
Matrix Financial Services LLC Registered in California	Glendale, CA San Francisco, CA (1 more)	View Report
Matrix Financial Services LLC Registered in Oregon	Dallas, TX	View Report
Matrix Financial Services LLC Registered in Massachusetts	Bedford, TX Boston, MA (1 more)	View Report
Matrix Financial, LLC Registered in Florida	Lake Mary, FL Orlando, FL	View Report
Matrix Financial Holdings LLC Registered in Georgia	Atlanta, GA Suwanee, GA	View Report
Matrix Financial Group, LLC Registered in North Carolina	Flat Rock, NC	View Report
Matrix Financial, LLC. Registered in Georgia	Atlanta, GA	View Report
Matrix Financial Publishing, LLC Registered in Washington	Olympia, WA	View Report
Matrix Financial Systems, LLC Registered in Wisconsin	Oshkosh, WI	View Report
Matrix Financial, LLC Registered in Colorado	Bailey, CO	View Report
Matrix Financial Services LLC Registered in Maine	Augusta, ME Dallas, TX	View Report
Matrix Financial LLC Registered in Florida	Davie, FL	View Report
Matrix Financial Network, LLC Registered in Florida	Melbourne, FL	View Report
Matrix Financial Services LLC Registered in Oklahoma	Bedford, TX Oklahoma City, OK (1 more)	View Report
Matrix Financial, LLC Registered in California	El Dorado Hills, CA Glendale, CA (2 more)	View Report

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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor

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