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S.A. Mason, LLC

● SEC registered since 2009CRD 151440SEC# 801-70548Holland, MI
Export (members)
Reg. AUM
$636.1M
Employees
2
Accounts
805
Location
Holland, MI

S.A. Mason, LLC assets under management

S.A. Mason, LLC is an SEC-registered investment adviser based in Holland, MI. The firm has been registered since 2009. It reports $636.1 million in regulatory assets under management and employs 2 people.
sa-mason.comView on SEC.gov ↗

S.A. Mason, LLC owners & executives

1 reported
NameTitleOwnershipSince
Samuel Arthur Mason ControlManaging Member/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does S.A. Mason, LLC manage?

S.A. Mason, LLC reports $636.1 million in regulatory assets under management on its Form ADV.

How many employees does S.A. Mason, LLC have?

S.A. Mason, LLC reports 2 employees.

Where is S.A. Mason, LLC located?

S.A. Mason, LLC is based in Holland, MI and has been SEC-registered since 2009.

Does S.A. Mason, LLC disclose fund performance?

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

Contact & registration

Address170 College Avenue, Suite 260, Holland, MI 49423
Phone616-355-3500
Fax616-328-6783
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$327.4M
Non-discretionary$308.8M
Total (RAUM)$636.1M