MAS Advisors
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
501 Brickell Key Dr Ste 509, Miami, Flor...Phone Number
(786) 364-3101Website
www.masadvisorsllc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About MAS Advisors
MAS Advisors, LLC is an SEC Registered Investment Adviser based in Miami, specializing in sophisticated wealth management services. The company focuses on tax-efficient PPLI Separately Managed Accounts and offers a dynamic alternative asset platform. Their services include designing and managing Separately Managed Accounts, curating alternative assets, and advising on PPLI policy design. MAS Advisors aims to provide deep knowledge of tax-efficient investment plans to their clients.Explore more
MAS Advisors Org Chart
CL
Chief Information Officer
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MAS Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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MAS Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MAS Advisors.
MAS Advisors Tech Stack
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MAS Advisors News & Media
MAS Advisors, LLC Acquires Insurance Agency, Synergy Life Brokerage Group
MAS Advisors, LLC, a Miami based investment advisory firm, through its Principal and Managing Member, Ricardo R. Calderon, has acquired Synergy Life Brokerage Group, LLC. Its founder, Robert Stuchiner, will continue to provide his guidance and expertise as the agency continues to grow. [PR.com]Miami/Memphis Advisory Groups Announce Merger
MAS Advisors, LLC, a Miami investment advisory firm, has announced the completion of the merger of the business and operations of Memphis-based Wealth Strategies Group, Inc. (WSG), which will operate as a Division of MAS Advisors. WSG will be led by Charles Auerbach, who has deep experience in the areas of Wealth Management and Financial Planning. Mr. Auerbach has been named a Managing Director of MAS Advisors and part of [PR.com]
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MAS Advisors, LLC is an SEC Registered Investment Adviser based in Miami, specializing in sophisticated wealth management services. The company focuses on tax-efficient PPLI Separately Managed Accounts and offers a dynamic alternative asset platform. Their services include designing and managing Separately Managed Accounts, curating alternative ass... Read More
