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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 18, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOUGHERTY, DAVID, MCKEE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOUGHERTY, DAVID, MCKEE | I | CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| DOUGHERTY, DAVID, MCKEE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DOUGHERTY, DAVID, MCKEE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PETROFF, PAUL, S | I | PRESIDENT | C | Control |
| PETROFF, PAUL, S | I | PRESIDENT | C | Control |
| PETROFF, PAUL, S | I | PRESIDENT | C | Control |
| PETROFF, PAUL, S | I | PRESIDENT | C | Control |
| CRIST, MARGARET, ANN | I | SHAREHOLDER | A | |
| CRIST, MARGARET, ANN | I | SHAREHOLDER | A | |
| CRIST, MARGARET, ANN | I | SHAREHOLDER | A | |
| CRIST, MARGARET, ANN | I | SHAREHOLDER | A |
Registrations
Federal
IA
Oct 18, 2005 REGISTERED
Notice Filings (3)
CA OR WA
Address
1750 SW HARBOR WAY, SUITE 400PORTLAND, OR 97201-5167
USA
Phone: 503-241-8161