RIA IntelAdvisersFloridaMASSE, JEAN PIERRE

MASSE, JEAN PIERRE

Advisory

VENICE, FL

Data as of Jun 18, 2026 · Source: SEC Form ADV

Rank in FL
#2,348
of 2,610 advisers by AUM
Average account
$223K
across 20 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 18, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
8
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

SIKES FINANCIAL SERVICES, LLC
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$4M
-98.7% 1Y
FINANCIAL JOURNEY LLC
$4M
CNL STRATEGIC ASSET MANAGEMENT, LLC
ORLANDO, FL
$4M
-50.9% 1Y
KUYRKENDALL CAPITAL LLC
PALM BEACH GARDENS, FL
$5M
NESTED FINANCIAL LLC
$4M

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