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Massey, Quick & Co. LLC (Morristown)


Massey, Quick & Co. LLC is a large advisory firm based in Morristown. It manages $2.42 billion of regulatory assets for 757 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Connecticut, Florida, and 8 other states.

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Massey, Quick & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, 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 &: assets under management

The assets under management (AUM) of Massey, Quick & Co. LLC is $2.42 billion. The firm's AUM has grown by 583% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.59 billion in discretionary accounts and $829.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.3 million.
Massey, Quick & has custody of $781.36 million in cash and securities for 229 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 & Co. LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Peter Simon Owner 1 Jan 1988 50% - 75% 824849
William Edward Simon Owner 1 Jan 1988 50% - 75% 2028830
Leslie Charles Quick Owner 1 Dec 2006 75% - 100% 1079748
Iii Descendants Trust Under Agreement Dated March 11 1993 Leslie C. Quick Owner 1 Apr 2017 25% - 50% 94-1737782

Based in Morristown

The principal office where Massey, Quick & Co. LLC performs its advisory services is located at 360 Mt. Kemble Ave, Morristown, NJ 07960, which is also the mailing address of the firm. An additional office of the firm is in Vero Beach, FL. 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 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at masseyquick.com.


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