Massey Quick Wealth Solutions LLC is a large advisory firm based in Iselin. It manages $168.41 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Connecticut, and 7 other states.
Massey Quick Wealth Solutions provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Massey Quick Wealth Solutions LLC is $168.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Massey Quick Wealth Solutions LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 12 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Massey Quick Wealth Solutions LLC is owned by Kenneth Francis Dugan. Michael Anthony Bohlinger joined the executive team most recently as the Owner.
The principal office where Massey Quick Wealth Solutions LLC performs its advisory services is located at 100 Wood Ave South, Iselin, NJ 08830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-525-1000 or by fax 973-525-1100. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at masseyquickws.com.