MASSO TORRENCE WEALTH MANAGEMENT INC.

270 N Elmwood Road
Suite H-160
Marlton, New Jersey 08053
Tel: (856) 988-6664

About MASSO TORRENCE WEALTH MANAGEMENT INC.

MASSO TORRENCE WEALTH MANAGEMENT INC, formally registered with the SEC as MASSO TORRENCE WEALTH MANAGEMENT INC. The firm was established in 11/20/2020. They have over 1 offices throughout the country.

MASSO TORRENCE WEALTH MANAGEMENT INC. is a Marlton, New Jersey based Financial Planning firm with nearly $326,547,081 assets under management, offering retirement planning & investment advisory services to 636 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311097
SEC#	801-119843
Assets Managed by Firm	$326,547,081
No. of Clients	636
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	636	$326,547,081
Individuals (other than high net worth individuals)	147	$39,329,319
High net worth individuals	97	$251,511,924
Pension and profit sharing plans	10	$26,699,502
Corporations or other businesses	6	$9,006,336

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BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483
PGIM INVESTMENTS LLC 655 Broad Street Newark, NJ, 07102	$315,351,503,018	167	558

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