Jean Pierre Masse

RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$223K
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
Venice, Florida
CRD number
158452
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Jean Pierre Masse operates as a sole-proprietorship independent registered investment adviser focused on individual and family clients. The practice provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. The adviser is not identified as an active ESG investor, is not a multi-state adviser in the data provided, and does not serve in a pension consultant role. The firm is owner-operated by Jean Pierre Masse and does not position itself as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, Cash & Cash Equivalents 16%, US Government Bonds 8%, State & Local Bonds 4%72%
  • Exchange Traded Equities72%
  • Cash & Cash Equivalents16%
  • US Government Bonds8%
  • State & Local Bonds4%

Contacts

1 of 1
  • Jean Masse

    Sole ProprietorCRD 2842612

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Venice, FL

Sarasota

Location

Venice, FL

Headquartered in Venice, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Sarasota
Address
12280 Wellen Golf St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth