Mason & Associates, Inc.

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Total assets under management

$631,260,155

Total clients

504

33% high-net worth

Total advisors

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$1,252,500

Client services

Financial planning Portfolio management Selection of other advisers

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Main office location

Mason & Associates, Inc.

7474 North Figueroa Street, Suite 100

Los Angeles CA 90041, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 323-254-3072

Advisors at this firm

Sun S

CFP®, Series 63, Series 65

Los Angeles, CA

Mason & Associates, Inc.

Liliana V

Series 65

Los Angeles, CA

Mason & Associates, Inc.

Abel S

Series 63, Series 65

Los Angeles, CA

Mason & Associates, Inc.

Kent D

Series 63, Series 65

Washington, IA

Mason & Associates, Inc.

Charles M

CFP®, Series 63

Los Angeles, CA

Mason & Associates, Inc.

Brent M

Series 63, Series 65

Los Angeles, CA

Mason & Associates, Inc.

Mitchell C

Series 65

Los Angeles, CA

Mason & Associates, Inc.

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