Massey Quick Simon is an independent wealth management and investment consulting firm that advises high net worth families, single family offices, endowments, and foundations. Massey Quick Simon recognizes that each of our clients have a unique set of needs, objectives, and preferences. We listen carefully, and then develop a formal Investment Policy Statement. We construct customized multi-asset, multi-manager portfolios for our clients. We also offer financial planning, retirement planning, and estate planning based on their individual needs.For our institutional clients we offer assistance to the office of finance, and investment committees. We also offer these clients investment policy assistance and audit support as well as many other functions critical to managing an institution’s finances. For important disclosures please go to http://www.mqsadvisors.com/uploads/4/9/7/2/49722427/mqs_website_disclosure.pdf
View Top Employees from Massey Quick Simon & Co., LLCWebsite | http://simonquickadvisors.com |
Revenue | $24 million |
Employees | 79 (79 on RocketReach) |
Founded | 2004 |
Address | 360 Mt. Kemble Ave, Morristown, New Jersey 07960, US |
Phone | (973) 525-1000 |
Industry | Finance, Finance General, Investment Consulting, Wealth Management, Financial Planning, Endowment Consulting, Financial Advisor |
Web Rank | 13 Million |
Competitors | 23 South, All County Rental Ctr, Integrity Express, Inc. - Specialty Same Day/Rush Courier Service, Kings Kids Preschool, NEW JERSEY ACUPUNCTURE & WELLNESS CENTER |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Massey Quick Simon & Co., LLC employee's phone or email?
The Massey Quick Simon & Co., LLC annual revenue was $24 million in 2024.
Michael Oliveri is the Chief Financial Officer at Simon Quick Advisors, LLC of Massey Quick Simon & Co., LLC.
79 people are employed at Massey Quick Simon & Co., LLC.
Massey Quick Simon & Co., LLC is based in Morristown, New Jersey.
The NAICS codes for Massey Quick Simon & Co., LLC are [5239, 52399, 523, 52].
The SIC codes for Massey Quick Simon & Co., LLC are [628, 62].