# MASTERPLAN ADVISORS, INC.

MASTERPLAN ADVISORS, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 135082
- Type: SEC-registered investment adviser
- SEC file number: 801-64452
- Location: 1800 SW FIRST AVENUE, SUITE 300, PORTLAND, OR, 97201
- Phone: 503-241-8161
- Latest filing: 2007-03-28
- Regulatory AUM: $186.8M
- Non-discretionary AUM: $186.8M
- Clients: 1
- Accounts: 27

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| DOUGHERTY DAVID MCKEE | CEO, CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| PETROFF PAUL S | PRESIDENT | — |
| CRIST MARGARET ANN | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135082/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135082/similar
- Related entities: https://search.stillhousedata.com/firm/135082/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135082

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.