M
$94.5M Total AUM
$94.5M Disc. AUM
-- 3Y CAGR
3 Employees
79 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-11-2005
- Office Locations
- 1
Office Locations
-- Ipswich MA
About Massey, Joshua
Massey, Joshua is a Ipswich-based RIA. The firm has been operating for 21 years. Managing $94.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$94.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
21.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JOSHUA ALAN MASSEY
Chief Compliance Officer, Project Manager
- CRD
- #2703154
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,468,235 | $264,996 |
| Non-Discretionary | $0 | -- |
| Total | $94,468,235 | $264,996 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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