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First Mason Financial, LLC

● SEC registered since 2011CRD 145025SEC# 801-72315Medina, OH
Export (members)
Reg. AUM
$155M
Employees
3
Accounts
792
Location
Medina, OH

First Mason Financial, LLC assets under management

First Mason Financial, LLC is an investment advisory firm registered with the SEC based in Medina, OH. The firm has been registered since 2011. It reports $155 million in regulatory assets under management and employs 3 people.
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First Mason Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Jerome Mason ControlPresident & Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does First Mason Financial, LLC manage?

First Mason Financial, LLC reports $155 million in regulatory assets under management on its Form ADV.

How many employees does First Mason Financial, LLC have?

First Mason Financial, LLC reports 3 employees.

Where is First Mason Financial, LLC located?

First Mason Financial, LLC is based in Medina, OH and has been SEC-registered since 2011.

Does First Mason Financial, LLC disclose fund performance?

First Mason Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address33 Public Square, Medina, OH 44256
Phone330-722-5777
Fax330-232-8677
Office hours6-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155M
Non-discretionary$0
Total (RAUM)$155M