Advisor at Mason Westbridge Asset Management LLC
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Firm
Mason Westbridge Asset Management LLC
Location
Peachtree Corners, GA 30092
Credentials
Series 63, Series 65
Industry experience
9 years
Arturo Molina Casas is a financial advisor at Mason Westbridge Asset Management LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including PFS Investments Inc and Primerica Financial Services. Prior to his financial services career, he spent over a decade at Berkmar High School. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including private pooled investment vehicles.
Based on Mason Westbridge Asset Management LLC
Performance-based fees charged only to private investment companies (pool investment vehicles), not to retail investors.
3740 Davinci Ct Ste 430
Peachtree Corners, GA 30092
Georgia
Mason Westbridge Asset Management LLC
2021 - Present (5 years)
ADB Advertising Corp
2018 - 2021 (3 years)
PFS Investments Inc
2017 - 2021 (4 years)
Primerica Financial Services
2016 - 2021 (5 years)
Berkmar High School
2005 - 2016 (11 years)
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Is active or affiliated with:
Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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