$3,000MM AUM in Morristown, NJ
Member is Interested In:
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.