Masterson Investment Counsel

Masterson Investment Counsel (CRD# 308196) is a financial advisory firm headquartered in , . They manage $5,544,546 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.mastersoninv.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $277,227
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Masterson Investment Counsel
Showing 1 - 1 of 1 top financial advisors.
1
Michael Masterson, financial advisor Maineville OH
Michael L. Masterson
CRD#: 4403253
Maineville, OH

Michael Masterson (CRD# 4403253) is an Investment Advisor Representative working at Masterson Investment Counsel in Maineville, OH and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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