MASSEY FINANCIAL

MASSEY FINANCIAL is an SEC-registered investment adviser (CRD 174650). Regulatory assets under management: $4.0M.

Registration

• CRD: 174650
• Type: Registered investment adviser
• Phone: (201) 388-8003
• Latest filing: 2025-07-15
• Regulatory AUM: $4.0M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174650 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search