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Mason & Associates, Inc.

● SEC registered since 2006CRD 141303SEC# 801-67068Los Angeles, CA
Export (members)
Reg. AUM
$631.3M
Employees
7
Accounts
1,822
Location
Los Angeles, CA

Mason & Associates, Inc. assets under management

Mason & Associates, Inc. is a registered investment adviser overseen by the SEC based in Los Angeles, CA. The firm has been registered since 2006. It reports $631.3 million in regulatory assets under management and employs 7 people.
www.masonlifeplanning.comView on SEC.gov ↗

Mason & Associates, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Brent Markey Mason ControlPresidentUnder 5%2007
Charles William Mason ControlCeoUnder 5%2007
Mason & Associates, Inc.CorporationOver 75%2014
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Frequently asked questions

How much does Mason & Associates, Inc. manage?

Mason & Associates, Inc. reports $631.3 million in regulatory assets under management on its Form ADV.

How many employees does Mason & Associates, Inc. have?

Mason & Associates, Inc. reports 7 employees.

Where is Mason & Associates, Inc. located?

Mason & Associates, Inc. is based in Los Angeles, CA and has been SEC-registered since 2006.

Does Mason & Associates, Inc. disclose fund performance?

Mason & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7474 North Figueroa Street, Suite 100, Los Angeles, CA 90041
Phone323-254-3072
Fax323-254-3198
Office hours8a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$555.4M
Non-discretionary$75.9M
Total (RAUM)$631.3M