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JEAN PIERRE MASSE
MASSE, JEAN PIERRE
CRD 158452
12280 WELLEN GOLF STREET, UNIT 107, VENICE, FL, 34293-6374, United States
Phone
704-201-1842
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.5M
Discretionary AUM
$4.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $4.5M |
Official SEC filing: View on IAPD