Massey, Joshua
RIASEC Registered
Total AUM
$94.5M
Discretionary
$94.5M
100% of AUM
Avg account
$762K
Accounts
124
Employees
3
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 132336
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.38%
- Individuals12.62%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Joshua Massey operates as a sole proprietor serving individual and family clients with a focus on portfolio management for individuals and small businesses. The practice charges a combination of percentage-of-AUM fees and fixed fees. It is not positioned as an ESG investor, does not act as a pension consultant, and is not registered as a multi-state adviser. The adviser does not identify as a capital allocator or as part of a related-adviser structure.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities39%
Contacts
1 of 1
Joshua Massey
OwnerCRD 2703154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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