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Marc Howard Sassin

Portfolio Management & Planning, Inc.

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About Marc Howard Sassin

Marc Sassin is a registered investment advisor representative associated with Portfolio Management & Planning, Inc. Marc Sassin is licensed to provide investment advice in Maryland and Virginia. Marc Sassin has been with Portfolio Management & Planning, Inc. since September 2000. The firm has 111 accounts with assets under management totaling approximately $72.48 million. The firm primarily focuses on providing portfolio management for individuals.

Firm Information

Marc Sassin is currently registered with Portfolio Management & Planning, Inc.. Portfolio Management & Planning, Inc. is an investment advisor with 2 investment advisory functions. They manage approximately $72.48 million in assets for 111 clients. The firm primarily serves high-net-worth individuals with over $67 million in assets under management and individuals other than high-net-worth with over $5 million in assets under management. The firm specializes in providing portfolio management services for individuals.

$72.48M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marc Sassin’s Registration & Firm History

VA

02/27/2004 - Present

Portfolio Management & Planning, Inc. (ARLINGTON VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Howard Sassin.
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