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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2024
- Office Locations
- 1
Office Locations
About THE Mass Group
The Mass Group is an SEC-registered investment adviser based in Dubai providing personalized wealth management. The firm delivers holistic financial planning (cash-flow modeling, portfolio reviews), investment guidance for general accounts and retirement/pensions, and protection planning including risk management, insurance, and inheritance considerations. Independent advice; custody includes Charles Schwab and Interactive Brokers.
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Custodian
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Owner & Executives
AFZAAL MOHAMMED DANIYAL ABBAS
Chief Executive Officer, PARTNER
- CRD
- #7437845
- Ownership
- 50% but less than 75%
Shaun Brookman
Chief Compliance Officer, PARTNER
- CRD
- #7392567
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $44,017,712 | $400,161 |
| Total | $44,017,712 | $400,161 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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