AUMdb

The Mass Group L.L.C Fz

SEC-registered Wealth Manager · Boutique (under $100M) CRD 330425 · SEC file 801-129825 · Dubai · the-mass-group.com
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$44.0M
Discretionary
$0
Clients
81
Avg AUM / client
$543K
Accounts
110
Employees
7

AUM over time

$0 $44.0M
Dec 2023 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 12 $2.7M 6.16%
High net worth individuals 69 $41.3M 93.8%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Afzaal Mohammed Daniyal Abbas Partner Feb 2024 (3y) 10% – 25%
Shaun Brookman Partner & Chief Compliance Officer Feb 2024 (3y) 75% or more

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 906 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Other fees
  • PENSION ADVISORY SERVICES (SERVICE LEVELS)

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗