Maseco LLP is a large advisory firm based in London. It manages $1.65 billion of regulatory assets for 2,681 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Colorado, Connecticut, and 13 other states.
Mase provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Maseco LLP is $1.65 billion. The firm's AUM has grown by 5967% since the beginning of its operation, and $1.29 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Maseco LLP for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, and high net worth individuals. The largest group of clients of Mase is individuals with 1,017 clients and $825.95 million of assets under management. Among the 8 most similar advisory firms, Mase has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.65 billion for 1,293 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 79% of the firm’s clients are foreign persons or businesses.
Mase doesn't advise any private funds.
The company employs 62 people that are either part- or full-time employees. 23 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 91 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Maseco LLP performs its advisory services is located at Burleigh House, London, Wc2 R 0 Hs, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 20 7043 0455 or by fax +44 20 7043 0456. The normal business hours are 09.00am to 18.00pm on Monday - Friday. You can find more information about the New York firm at masecoprivatewealth.com.