Mason & Associates, LLC

● SEC registered since 2020CRD 307206SEC# 801-119343Newport News, VA

Export (members)

Reg. AUM

$403.9M

Employees

Accounts

1,577

Location

Newport News, VA

Mason & Associates, LLC assets under management

Mason & Associates, LLC operates as an SEC-registered investment adviser based in Newport News, VA. The firm has been registered since 2020. It reports $403.9 million in regulatory assets under management and employs 8 people.

www.linkedin.com/company/mason-&-associates-llc View on SEC.gov ↗

Mason & Associates, LLC owners & executives

5 reported

Name	Title	Ownership	Since
Benjamin Edward Raikes	Member & Senior Financial Planner	10-25%	2024
John Michael Mason Control	Member, President, & Senior Financial Planner	25-50%	2020
Kenneth Tod Mason	Member, Senior Financial Planner	10-25%	2020
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Frequently asked questions

How much does Mason & Associates, LLC manage?

Mason & Associates, LLC reports $403.9 million in regulatory assets under management on its Form ADV.

How many employees does Mason & Associates, LLC have?

Mason & Associates, LLC reports 8 employees.

Where is Mason & Associates, LLC located?

Mason & Associates, LLC is based in Newport News, VA and has been SEC-registered since 2020.

Does Mason & Associates, LLC disclose fund performance?

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

Contact & registration

Address	2 Bayport Way, Suite 110, Newport News, VA 23606
Phone	(757) 223-9898
Fax	(757) 223-9990
Office hours	9a.m. - 5p.m.
SEC region	Philadelphia Regional Office (PLRO)
Discloses disciplinary history	No

Assets under management

Discretionary	$403.9M
Non-discretionary	$0
Total (RAUM)	$403.9M