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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-2017
- Office Locations
- 1
Office Locations
About Masdevallia LLC
Masdevallia LLC is a boutique, founder-led RIA serving retail investors with goals-based financial planning and portfolio construction. The firm builds multiple portfolios tied to specific goals and manages risk with strategy options for smoother, lower-volatility growth or longer-horizon growth. For retirees, portfolios are designed to keep about five years of withdrawals protected from stock market declines, informed by market-history probability analysis. Custody/trading includes Interactive Brokers; portfolios lean heavily on ETFs with some municipal bond exposure.
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Owner & Executives
Sean Daniel Turner
Chief Compliance Officer, Managing Member
- CRD
- #6834447
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,292,107 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,292,107 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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