MSJC, LP

CFO4LIFE, L.P.

COPPELL, Texas·1 registered advisor·CRD# 146904

SEC# 801-77180214-637-9500

Firm Overview

AUM

$433M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at MSJC, LP

1 registered advisor

Amy Gail Legate

COPPELL, Texas

CRD# 4570551

Office Locations

COPPELL, Texas

1 advisor

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Data sourced from SEC Form ADV filings. MSJC, LP (CRD# 146904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.