Brian
Massey
Mar Vista Investment Partners, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Mar Vista Investment Partners, LLC Brokerage Details
$2,360,251,267
18
501
$4,711,080
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.*
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
Houston, TX
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Hopkins, MN
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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