J
CRD: 158452
Jean Pierre Masse
Venice, FL, 34293
7042011842
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2011
- Office Locations
- 1
Office Locations
12280 Wellen Golf Street Unit 107 Venice FL
About Jean Pierre Masse
Jean Pierre Masse is a Venice-based RIA. The firm has been operating for 15 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$557.8K AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Client Personas
Vertex insight
Investment Themes
Vector crest Atlas
Investment Vehicles
Atlas
Services
Glacier Oak Optima horizon Summit
Owner & Executives
J
JEAN PIERRE MASSE
Advisor
- CRD
- #2842612
- Ownership
- 75% or more
(207) 590-2434
peak.wave@summitcapital.com
in linkedin.com/in/zenith-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,462,141 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,462,141 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,462,141
Equity - Exchange:
15.6% Cash:
22.9% U.S. Government/Agency:
37.1% Municipal Bonds:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $579,552,583 | 15.6% |
| Cash | $850,753,471 | 22.9% |
| U.S. Government/Agency | $1,378,294,925 | 37.1% |
| Municipal Bonds | $906,479,681 | 24.4% |
| Total | $3,715,080,660 | 100.0% |