RIA Intel›Advisers›Massachusetts›MASSEY, JOSHUA ALAN

MASSEY, JOSHUA ALAN

Advisory

MA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in MA
#1,012
of 1,590 advisers by AUM
AUM change, 1 year
+11.7%
61st percentile in MA
AUM CAGR, 3 year
+25.9%
compound annual growth
Average account
$762K
across 124 accounts
AUM per adviser
$94M
1 adviser
Filing history
9
filings since 2008

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$94M
1-Year AUM Growth
+11.7%
3-Year CAGR
+25.9%
Employees
3
Assets Under Management
Total AUM$94M
Discretionary AUM$94M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients79
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingDec 5, 2008
Latest FilingFeb 26, 2026
Full AUM trend chart and 9 historical filings spanning 18+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMA, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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