This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-25-2019
- Office Locations
- 1
Office Locations
About Maslar Financial
Maslar Financial is an independent, fee-based fiduciary RIA in Bradenton, FL focused on people in or approaching retirement. The firm provides integrated planning, investment management, tax advising/preparation, and risk/insurance planning to maximize retirement income and support growth, safety, and legacy goals. Portfolios follow a low-cost, evidence-based approach balancing capital preservation with growth; led by a CFP/RICP/EA and Registered Social Security Analyst.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH JAMES MASLAR
Advisor, President
- CRD
- #1604664
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,932,349 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,932,349 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,932,349
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,320,456,303 | 34.4% |
| Cash | $2,518,079,462 | 65.6% |
| Total | $3,838,535,765 | 100.0% |