401K MASTERS, LLC
401K MASTERS, LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 174735). Regulatory assets under management: $6.3M.
Registration
- CRD: 174735
- SEC file number: 801-80948
- Type: Registered investment adviser
- Location: 3470 MT. DIABLO BOULEVARD, SUITE A210, LAFAYETTE, CA, 94549
- Phone: 855-401-5238
- Latest filing: 2019-03-15
- Regulatory AUM: $6.3M
- Non-discretionary AUM: $6.3M
- Clients: 2
- Accounts: 17
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| GEBHARDT JAMES C | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| GRISHMAN MATTHEW DAVID | MANAGING MEMBER | — |
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