Financial Mastery Group, LLC

Financial Mastery Group, LLC (CRD# 173313) is a financial advisory firm headquartered in San Jose, CA. They manage $47,807,350 in 186 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $257,029
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, NV, TX

Financial Advisors at Financial Mastery Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael A. Hubbert
CRD#: 2626243
675 N. First Street, Suite 1240, San Jose, CA 95112
93
Wealthminder
score

Michael Hubbert (CRD# 2626243) is an Investment Advisor Representative working at Financial Mastery Group, LLC in San Jose, CA and has over 21 years of experience in the finance industry.

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