MLP3, LLC

MASTERS LEGACY PLANNING
LINWOOD, New Jersey·4 registered advisors·CRD# 296314
SEC# 801-1136810609-601-0800
01

Firm Overview

AUM
$214M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
Other: BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MLP3, LLC

4 registered advisors
Jacob R. Mack
LINWOOD, New Jersey
Rachel Housel
LINWOOD, New Jersey
Sarah Chamberlain
LINWOOD, New Jersey
Todd Christopher Chamberlain
LINWOOD, New Jersey
05

Office Locations

LINWOOD, New Jersey
4 advisors

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Data sourced from SEC Form ADV filings. MLP3, LLC (CRD# 296314) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.