MASSEY, JOSHUA

MASSEY, JOSHUA of HAMILTON, MA is an SEC-registered investment adviser (CRD 132336). Regulatory assets under management: $94.5M.

Registration

• CRD: 132336
• SEC file number: 801-69817
• Type: Registered investment adviser
• Location: 205 WILLOW ST, HAMILTON, MA, 01982
• Phone: 978-468-2579
• Latest filing: 2026-02-26
• Regulatory AUM: $94.5M
• Discretionary AUM: $94.5M
• Clients: 3
• Accounts: 124

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 132336 on SEC IAPD (source of record)
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