Overview
Assets Under Management: $404 million
Headquarters: NEWPORT NEWS, VA
High-Net-Worth Clients: 135
Average Client Assets: $2 million
Frequently Asked Questions
MASON & ASSOCIATES, 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 #307206), MASON & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
MASON & ASSOCIATES, LLC is headquartered in NEWPORT NEWS, VA.
MASON & ASSOCIATES, LLC serves 135 high-net-worth clients according to their SEC filing dated November 17, 2025. View client details ↓
According to their SEC Form ADV, MASON & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
MASON & ASSOCIATES, LLC manages $404 million in client assets according to their SEC filing dated November 17, 2025.
According to their SEC Form ADV, MASON & ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,577
Discretionary Accounts: 1,577
Regulatory Filings
CRD Number: 307206
Filing ID: 2027592
Last Filing Date: 2025-11-17 11:36:26
Website: 0