Overview
Assets Under Management: $404 million
Headquarters: NEWPORT NEWS, VA
High-Net-Worth Clients: 5
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.83
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 1,577
Discretionary Accounts: 1,577
Regulatory Filings
CRD Number: 307206
Filing ID: 2009879
Last Filing Date: 2025-08-20 09:41:00
Website: https://masonllc.net