MASTERS CONSULTING GROUP
WEALTH BUILDERS CONSULTING GROUP, INC. Legal Name
Adviser information for MASTERS CONSULTING GROUP last updated from Form ADV on July 12th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 452 | $129.3M |
| Non-Discretionary | 0 | $0 |
| Total | 452 | $129.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 278 | $48.6M |
| HNW Individuals | 66 | $75.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $3.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 2 | $2.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-120908 |
|---|---|
| SEC ERA File Number | 801-120908 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173630 |
| Legal Entity Identifier | None |
Principal Office
113 NORTH HAMBDEN STREETSUITE 100
CHARDON
OH
United States
Monday - Friday, 9-5
Tel: (440) 285-7777, Fax: (440) 285-3090
Chief Compliance Officer
F. PATRICK CUNNANE
MANAGING PRINCIPAL
113 NORTH HAMBDEN STREET
CHARDON
OH
United States
Tel:
(440) 285-7777
Fax:
(440) 285-3090
F****************@*********M
(Full email address available in API data)
Regulatory Contact
JENNIFER HOPE
V.P. CLIENT SERVICES
113 NORTH HAMBDEN STREET
CHARDON
OH
United States
Tel:
(440) 285-7777
Fax:
(440) 285-3090
J************@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CUNNANE, FRANK, PATRICK | Individual | – | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | 11/2014 | > 75% |