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Massey, Joshua (Hamilton)


Massey, Joshua is an adviser based in Hamilton. It manages $66.78 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Massachusetts, New York, and Texas.

Massey, Joshua provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Massey, Joshua: assets under management

The assets under management (AUM) of Massey, Joshua is $66.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 113% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $265 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Massey, Joshua for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hamilton

The principal office where Massey, Joshua performs its advisory services is located at 205 Willow St, Hamilton, MA 01982, 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 978-468-2579 or by fax 978-468-3247. The normal business hours are 9:30a.m.-5:00 p.m. on Monday - Friday.


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