Overview
Assets Under Management: $186 million
Headquarters: MEDINA, OH
High-Net-Worth Clients: 65
Average Client Assets: $1.6 million
Frequently Asked Questions
FIRST MASON FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145025), FIRST MASON FINANCIAL, LLC is subject to fiduciary duty under federal law.
FIRST MASON FINANCIAL, LLC is headquartered in MEDINA, OH.
FIRST MASON FINANCIAL, LLC serves 65 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, FIRST MASON FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
FIRST MASON FINANCIAL, LLC manages $186 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, FIRST MASON FINANCIAL, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.60%
Average Client Assets: $1.6 million
Total Client Accounts: 1,068
Discretionary Accounts: 1,068
Regulatory Filings
CRD Number: 145025
Filing ID: 2080056
Last Filing Date: 2026-03-31 15:18:07