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Christopher Joseph Masso

MASSO TORRENCE WEALTH MANAGEMENT INC.·MARLTON, New Jersey
Clean recordMASSO TORRENCE WEALTH MANAGEMENT INC.
270 N ELMWOOD ROAD, MARLTON, NJ 08053CRD# 2671130Firm CRD# 311097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Joseph Masso · MARLTON, NJ
Registration
CRD #2671130 · MASSO TORRENCE WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Joseph Masso is a registered financial advisor based in MARLTON, New Jersey, affiliated with MASSO TORRENCE WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MASSO TORRENCE WEALTH MANAGEMENT INC.
MASSO TORRENCE WEALTH MANAGEMENT INC.
AUM
$248M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2671130
Firm CRD# 311097
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Joseph Masso offer?
Christopher Joseph Masso specializes in Financial Planning, Investment Management. Contact their office in MARLTON, New Jersey for a consultation.
What are Christopher Joseph Masso's credentials?
Christopher Joseph Masso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Joseph Masso located?
Christopher Joseph Masso is based in MARLTON, New Jersey, working with MASSO TORRENCE WEALTH MANAGEMENT INC.. Their office serves clients in the MARLTON metropolitan area and surrounding communities.
How does Christopher Joseph Masso charge for services?
Christopher Joseph Masso's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASSO TORRENCE WEALTH MANAGEMENT INC.?
MASSO TORRENCE WEALTH MANAGEMENT INC. has approximately 5 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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