Maseco Private Wealth
Firm details
- Headquarters
- London,
- CRD number
- 147686
- Registered since
- August 18, 2008
- Website
- masecoprivatewealth.com
- Custodians
- PERSHING LLC, RAYMOND JAMES WEALTH MANAGEMENT LIMITED
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.48%
- Individuals42.71%
- Charitable Organizations0.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Maseco Private Wealth is an independent registered investment adviser organized as a limited liability partnership and operating since 2008. The firm serves individuals, families and institutional clients and charges fees based on a percentage of assets under management. In addition to portfolio management and financial planning for individuals and small businesses, the firm markets insurance products and produces client-facing content and educational programs such as newsletters and workshops. Maseco identifies as neither an active ESG investor nor a multi-state or pension consultant adviser, and it does not act as a capital allocator running its own pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Private Funds22%
- Exchange Traded Equities2%
- Sovereign Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Andrew Benson
Chief Technology OfficerCRD 7564774
Damian Barry
Chief Investment OfficerCRD 8117904
Contacts
3 of 17
David Dorman
Partner, Senior Wealth ManagerCRD 5781886
Andrea Solana
Partner and Head of Advanced PlanningCRD 5143664
Ashley Scher
Senior Wealth ManagerCRD 5283516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 184Active vs passive
$3.5B in ETFs
19%
$659M
81%
$2.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $604M | 7,371,581 | 17.05% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- The Kodak
- Office locations
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