Overview
Assets Under Management: $3.8 billion
High-Net-Worth Clients: 24
Average Client Assets: $69 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.39
Average High-Net-Worth Client Assets: $69 million
Total Client Accounts: 4,554
Discretionary Accounts: 3,355
Non-Discretionary Accounts: 1,199
Regulatory Filings
CRD Number: 147686
Filing ID: 2005161
Last Filing Date: 2025-07-22 13:14:00
Website: https://masecopw.com