Eric MaschCRD Number: 6130291
Current Firm: Wealth Architects, LLC
Eric Masch (CRD# 6130291) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 3 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Wealth Architects, LLC||Mountain View, CA||Jun 2012 - Current||4|
|Santa Clara University||Santa Clara, CA||Sep 2009 - Apr 2012||2|
|Santa Clara University||Santa Clara, CA||Sep 2008 - Dec 2011||3|
|Primary Education||San Jose, CA||Aug 2002 - May 2008||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management730MILLIONS
Total Number of Accounts1,757ACCOUNTS
Average Account Value$415,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)