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Masso Torrence Wealth Management Inc.

CRD 311097SEC# 801-119843Marlton, NJ
Export (members)
No longer SEC-registered. Masso Torrence Wealth Management Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$326.5M
Employees
5
Accounts
636
Location
Marlton, NJ

Masso Torrence Wealth Management Inc. assets under management

Masso Torrence Wealth Management Inc. is an investment advisory firm registered with the SEC based in Marlton, NJ. It reports $326.5 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Masso Torrence Wealth Management Inc. owners & executives

3 reported
NameTitleOwnershipSince
Christopher Joseph Masso ControlManaging Partner25-50%2020
John Martin Torrence ControlManaging Partner And Chief Compliance Officer25-50%2020
Nicholas Paul Pantle ControlManaging Member25-50%2025

Frequently asked questions

How much does Masso Torrence Wealth Management Inc. manage?

Masso Torrence Wealth Management Inc. reports $326.5 million in regulatory assets under management on its Form ADV.

How many employees does Masso Torrence Wealth Management Inc. have?

Masso Torrence Wealth Management Inc. reports 5 employees.

Where is Masso Torrence Wealth Management Inc. located?

Masso Torrence Wealth Management Inc. is based in Marlton, NJ.

Does Masso Torrence Wealth Management Inc. disclose fund performance?

Masso Torrence Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address270 N Elmwood Road, Suite H-160, Marlton, NJ 08053
Office hours9:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$326.5M
Non-discretionary$0
Total (RAUM)$326.5M