MLP3, LLC
Doing business as MASTERS LEGACY PLANNING. SEC Form ADV profile.
Total regulatory AUM
$248,141,647
Discretionary
$248,141,647
Non-discretionary
$0
Firm details
- CRD number
- 296314
- SEC file number
- 801-113681
- Main office
- LINWOOD, NJ, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.MASTERSLEGACY.COM/
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.