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Building 2MASTERS LEGACY PLANNING, INC.

Map pinLINWOOD, NJ
Phone609-601-0800
NotebookSEC #801-62822
Total AUM
$8.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 NEW ROAD, SUITE B
LINWOOD
NJ 08221
United States
Operating Hours
9:00 A.M.-4:30 P.M.
Monday - Friday
Phone
609-601-0800

ReceiptFinancials

Total AUM
$8.4M
Accounts
53
Discretionary
$6.8M
Accounts
46
Non-Discretionary
$1.5M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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