$3,000MM AUM in Morristown, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Morristown, NJ, US
Fee 0% Commission 100%
# of Accounts
400
Avg Client Age
59
Overview

Massey, Quick & Co. LLC is a fee only SEC registered investment advisor. The firm started in 2004 and currently has about 250 client relationships/households. Investment advice and financial planning are the core services the firm offers for high net worth individuals and families, endowments, and foundations. MQ currently advises and/or consults on approximately $3B of client assets.
We are interested in finding like minded RIAs that have greater than 100M in client assets and an ave relationship/household size of $2M+. We would like to meet interested parties in the NY Metro area and Florida, however, we are open to to firms in key national markets.

Extended Profile Information

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