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Home > Retirement Planners > texas > austin > MASTERPIECE CAPITAL, LLC
MASTERPIECE CAPITAL, LLC
906 Rio Grande Street
Suite 200
Austin, Texas 78701
Tel: (512) 472-9033
About MASTERPIECE CAPITAL, LLC
MASTERPIECE CAPITAL, LLC, formally registered with the SEC as MASTERPIECE CAPITAL, LLC. The firm was established in 11/30/2017. They have over 1 offices throughout the country.
MASTERPIECE CAPITAL, LLC is a Austin, Texas based Financial Planning firm with nearly $137,993,314 assets under management, offering retirement planning & investment advisory services to 86 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290075 |
| SEC# | 801-112094 |
| Assets Managed by Firm | $137,993,314 |
| No. of Clients | 86 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 86 | $137,993,314 |
| Individuals (other than high net worth individuals) | 6 | $3,829,432 |
| High net worth individuals | 19 | $116,140,636 |
| Charitable organizations | Fewer than 5 clients | $118,819 |
| Corporations or other businesses | Fewer than 5 clients | $17,904,427 |
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