Brian
Massey

Mar Vista Investment Partners, LLC

CRD#4570398
Investment Advisor
in Los Angeles, CA

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About this Advisor

Brian Massey is a chartered financial analyst working out of Los Angeles, California with a total of 16 years of industry experience. Massey currently works for Mar Vista Investment Partners, LLC. They have been with Mar Vista Investment Partners, Llc for all of their career. Massey holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California and Texas. Mar Vista Investment Partners, LLC is a company headquartered in Los Angeles, CA. The company has offices in four locations and a total of 18 financial advisors. It handles $2 billion in total assets among its 501 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 21 charitable organizations. Of its 501 accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees charged by financial advisors usually vary depending on the services. Fee types billed by Mar Vista Investment Partners, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

11150 Santa Monica Blvd Suite 320
Los Angeles, CA 90025

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Mar Vista Investment Partners, LLC Brokerage Details

Total Assets Under Management

$2,360,251,267

CA Average: $7,578,581,321
Total Number of Employees

18

CA Average: 43
Total Number of Accounts

501

CA Average: 3,727
Average Account Size

$4,711,080

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Brian Massey Work History

Brian has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Mar Vista Investment Partners LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Massey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mar Vista Investment Partners, LLC

Shala Walker
Houston, TX
Jeffrey Prestine
Los Angeles, CA
Joshua Honeycutt
Los Angeles, CA
Brian Massey
Los Angeles, CA
Silas Myers
Los Angeles, CA
Erik Hirsch
Hopkins, MN
Jon Foust
Hopkins, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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