Join or Login for Access

SL advisors Listing
Financial Advisor   

$3,000MM AUM in Morristown, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Morristown, NJ, US
Number 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

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging