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Jones Lawrence Massey (Denver)


Jones Lawrence Massey is an internet adviser based in Denver. It manages $19.03 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Jones Lawrence Massey provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jones Lawrence Massey: assets under management

The assets under management (AUM) of Jones Lawrence Massey is $19.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $422.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jones Lawrence Massey for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Jones Lawrence Massey performs its advisory services is located at 600 S Cherry St,Suite 127, Denver, CO 80246, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-322-6097 or by fax 303-320-3615. The normal business hours are 7 am to 4 pm on Monday - Friday.


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