MASTERS LEGACY PLANNING, INC.
CRD #120905 SEC #801-62822 SOMERS POINT, NJ 609-601-9850
SEC Registered
Total AUM
$35.4M
Discretionary
$35.4M
Employees
5
Clients
51
Accounts
149
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2009 | $8.4M | $6.8M | $1.5M | 10 | -- |
| Apr 2009 | $8.4M | $6.8M | $1.5M | 10 | -- |
| Mar 2009 | $8.4M | $6.8M | $1.5M | 10 | -- |
| Mar 2008 | $31.7M | $31.7M | $0 | 10 | -- |
| Mar 2007 | $35.4M | $35.4M | $0 | 5 | -- |
| Feb 2006 | $61.5M | $61.5M | $0 | 5 | -- |
| Feb 2005 | $45.2M | $45.2M | $0 | 5 | -- |
| Jan 2005 | $45.2M | $45.2M | $0 | 5 | -- |
| Jan 2005 | $36.6M | $36.6M | $0 | 5 | -- |
| Jul 2004 | $36.6M | $36.6M | $0 | 5 | -- |
DateMay 2009
Total AUM$8.4M
Discretionary$6.8M
Non-Disc.$1.5M
Employees10
Clients--
DateApr 2009
Total AUM$8.4M
Discretionary$6.8M
Non-Disc.$1.5M
Employees10
Clients--
DateMar 2009
Total AUM$8.4M
Discretionary$6.8M
Non-Disc.$1.5M
Employees10
Clients--
DateMar 2008
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees5
Clients--