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Brian Lee Massey

MAR Vista Investment Partners, LLC

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About Brian Lee Massey

Brian Massey is an investment advisor representative at Mar Vista Investment Partners, LLC. Brian is a Chartered Financial Analyst and has been in the industry since November 2007. Brian is registered in California and Texas. Brian specializes in investment management for individuals, businesses, and investment companies.

Firm Information

Brian Massey is currently registered with MAR Vista Investment Partners, LLC. MAR Vista Investment Partners, LLC is a Los Angeles, California-based investment advisor with over $2 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, pooled investment vehicles, and other investment advisors. The firm also offers sub-advisory services and UMA programs. MAR Vista Investment Partners, LLC has a team of 5 investment advisor representatives and 1 registered representative.
MAR Vista Investment Partners, LLC

11150 SANTA MONICA BLVD

LOS ANGELES, CA 90025

$2.31B

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub-advisory services, uma

Sub-advisory services, uma

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Massey’s Registration & Firm History

CA

10/11/2007 - Present

MAR Vista Investment Partners, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 11/15/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Lee Massey.
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