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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 29, 2007 REGISTERED
Notice Filings (1)
NJ
Address
501 BAY AVENUE, SUITE 202SOMERS POINT, NJ 8244
USA
Phone: 609-601-9850