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MASTERS LEGACY PLANNING
LINWOOD, NJ
609-601-0800
SEC #801-113681Total AUM
$248.1M
Employees
5Clients
147Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
650 NEW ROAD
SUITE B
LINWOOD
NJ 08221
United States
SUITE B
LINWOOD
NJ 08221
United States
Operating Hours
8:30AM TO 4:00PM
Monday - Friday
Monday - Friday
Phone
609-601-0800
Financials
Total AUM
$248.1M
Accounts
328Discretionary
$248.1M
Accounts
328Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
92AUM
$42.1M
HNW Individual Clients
47AUM
$198.2M
Charitable Organization Clients
1AUM
$445.6K
Corporation or Business Clients
7AUM
$7.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BILL PAYMENT SERVICES AND TAX SERVICE COORDINATION
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION
Compliance
Disclosures
None reported
State Registrations
FLNJNYPA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.