The Mass Group
Firm details
- Headquarters
- Dubai,
- CRD number
- 330425
- Registered since
- March 29, 2024
- Website
- the-mass-group.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI93.84%
- Individuals6.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Mass Group is an independent, individually owned registered investment adviser that registered with the SEC in 2024. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. The firm reports that it does not pursue an active ESG investing mandate and is not set up as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds85%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
Contacts
2 of 2
Shaun Brookman
PartnerCRD 7392567
Afzaal Abbas
PartnerCRD 7437845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dubai, null
Location
Dubai, null
Headquartered in Dubai, null.
- Address
- Binghatti Emerald
- Office locations
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