$4.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
11 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2015
- Office Locations
- 1
Office Locations
-- Bayonne NJ
About Massey Financial
Massey Financial is a Bayonne-based RIA. The firm has been operating for 11 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
43 AVG AGE
$4.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Alpha Signal pioneer
Client Personas
Wave horizon
Custodian
Focus Momentum summit Oak
Investment Themes
Vital focus Glacier value Catalyst peak
Investment Vehicles
Value frontier
Services
Zenith optima Capital Insight Signal matrix Zenith unison Fusion
Owner & Executives
RONNIE MASSEY
Chief Compliance Officer, Director, Managing Member
- CRD
- #4358888
- Ownership
- 75% or more
(806) 554-2369
value.wave@wavecapital.com
in linkedin.com/in/vector-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
Equity - Exchange:
29.0% Corporate - Investment Grade:
38.0% U.S. Government/Agency:
33.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,353,350,351 | 29.0% |
| Corporate - Investment Grade | $3,083,700,460 | 38.0% |
| U.S. Government/Agency | $2,677,950,400 | 33.0% |
| Total | $8,115,001,211 | 100.0% |