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Home > Retirement Planners > virginia > charlottesville > MASONRY CAPITAL MANAGEMENT, LLC
MASONRY CAPITAL MANAGEMENT, LLC
404 People Place
4th Floor
Charlottesville, Virginia 22911
Tel: 434-202-3554
About MASONRY CAPITAL MANAGEMENT, LLC
MASONRY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MASONRY CAPITAL MANAGEMENT, LLC. The firm was established in 05/07/2018. They have over 1 offices throughout the country.
MASONRY CAPITAL MANAGEMENT, LLC is a Charlottesville, Virginia based Financial Planning firm with nearly $516,639,141 assets under management, offering retirement planning & investment advisory services to 59 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292664 |
| SEC# | 801-113177 |
| Assets Managed by Firm | $516,639,141 |
| No. of Clients | 59 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 59 | $516,639,141 |
| High net worth individuals | 52 | $51,389,822 |
| Charitable organizations | 2 | $1,226,524 |
| Corporations or other businesses | 2 | $2,501,318 |
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