Overview
Assets Under Management: $129 million
Headquarters: CHARDON, OH
High-Net-Worth Clients: 66
Average Client Assets: $1.1 million
Frequently Asked Questions
MASTERS CONSULTING GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173630), MASTERS CONSULTING GROUP is subject to fiduciary duty under federal law.
MASTERS CONSULTING GROUP is headquartered in CHARDON, OH.
MASTERS CONSULTING GROUP serves 66 high-net-worth clients according to their SEC filing dated July 12, 2023. View client details ↓
According to their SEC Form ADV, MASTERS CONSULTING GROUP offers financial planning and portfolio management for individuals. View all service details ↓
MASTERS CONSULTING GROUP manages $129 million in client assets according to their SEC filing dated July 12, 2023.
According to their SEC Form ADV, MASTERS CONSULTING GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.02%
Average Client Assets: $1.1 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 173630
Filing ID: 1774683
Last Filing Date: 2023-07-12 19:52:00