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MLP3, LLC

UUID37ee4e35-8c56-5357-a811-fc6381ea5e7f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 296314 296314 1.0
sec_file_number 801-113681 801-113681

Profile

WebsiteHTTP://WWW.MASTERSLEGACY.COM/
HQ CityLINWOOD
HQ StateNJ
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • MASTERS LEGACY PLANNING adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)242,145,863.0
  • RAUM (discretionary)242,145,863.0
  • Actionable assets212,405,873.0
  • Accounts313.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM423,847.0
  • HNW AUM202,521,792.0

As of 2025-07-24 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.