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JOHN MASTERS, CPA, PC
CRD 126151
2250 N DRUID HILLS RD NE, SUITE 125, ATLANTA, GA, 30329, United States
Phone
404-240-0048
Fax
404-393-8565
Registration
— (—)
Source
State registered
Total AUM
$4.9M
Discretionary AUM
$4.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $2.5M |
| High net worth individuals | 2 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD