Massey Quick Wealth Solutions LLC (Iselin)

Name: Massey Quick Wealth Solutions LLC
Address: 100 Wood Ave South, Iselin, NJ, 08830
Telephone: 973-525-1000

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.

Massey Quick Wealth Solutions: assets under management

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 firm manages $168.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $336.82 thousand each.

Massey Quick Wealth Solutions has custody of $36.02 million in cash and securities for 42 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Massey Quick Wealth Solutions LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Quick & Co. Llc Massey	Member	1 Aug 2016	50% - 75%	132330
Llc Leogroup Holdings	Member	1 Aug 2016	50% - 75%	11-1111111
Mark David Delotto	Manager/cco	1 Aug 2016	Other	4714567
Matthew James Allain	Manager	1 Aug 2016	Other	3267821
Eric Scott Katz	Manager	1 Aug 2016	Other	4024339
Joseph Andrew Belfatto	Manager	1 Aug 2016	Other	1298210
Peter Frame Marquardt	Compliance officer	1 Aug 2016	Other	1247354
Kenneth Francis Dugan	Owner	1 Sep 2017	Other	2417378
Michael Anthony Bohlinger	Owner	1 Sep 2017	Other	4621321
Jon D Rustin	Cfo	1 Sep 2017	Other	6445364

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stewart Richard Massey	Member	1 Jun 2004	25% - 50%	703703
Leslie Charles Quick	Member	1 Jun 2004	25% - 50%	1079748
Qiii Family Enterprises Llc	Member	1 Dec 2006	25% - 50%	20-3928680
Matthew James Allain	Member	1 Oct 2010	25% - 50%	3267821

Based in Iselin

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.