MASTERPLAN ADVISORS, INC.
CRD #135082 SEC #801-64452 PORTLAND, OR 503-241-8161
SEC Registered
Total AUM
$26.5M
Discretionary
$0
Employees
5
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $186.8M | $0 | $186.8M | 5 | -- |
| Mar 2006 | $57M | $0 | $57M | 5 | -- |
| Oct 2005 | $26.5M | $0 | $26.5M | 5 | -- |
DateMar 2007
Total AUM$186.8M
Discretionary$0
Non-Disc.$186.8M
Employees5
Clients--
DateMar 2006
Total AUM$57M
Discretionary$0
Non-Disc.$57M
Employees5
Clients--
DateOct 2005
Total AUM$26.5M
Discretionary$0
Non-Disc.$26.5M
Employees5
Clients--