401k Masters, LLC

401k Masters, LLC (CRD# 174735) is a financial advisory firm headquartered in Lafayette, CA. They manage $11,226,163 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $215,888
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at 401k Masters, LLC
No Advisor Found.
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