MASTERPLAN ADVISORS, INC.

MASTERPLAN ADVISORS, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 135082). Regulatory assets under management: $186.8M.

Registration

• CRD: 135082
• SEC file number: 801-64452
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• CRD 135082 on SEC IAPD (source of record)
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