AdvisorOS Directory
Claim Profile
JM

James Richard Mason

POLARIS WEALTH ADVISORY GROUP, LLC·SAN RAFAEL, California
Unclaimed Profile
824 E ST., SAN RAFAEL, CA 94901CRD# 5530825Firm CRD# 158718
01

About

James Richard Mason is a registered financial advisor based in SAN RAFAEL, California, affiliated with POLARIS WEALTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
POLARIS WEALTH ADVISORY GROUP, LLC
POLARIS WEALTH ADVISORY GROUP
AUM
$1.5B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at POLARIS WEALTH ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5530825
Firm CRD# 158718
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAFAEL?

Browse all registered financial advisors in SAN RAFAEL, California or claim this profile if it's yours.

Browse SAN RAFAEL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Richard Mason offer?
James Richard Mason specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN RAFAEL, California for a consultation.
What are James Richard Mason's credentials?
James Richard Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Richard Mason located?
James Richard Mason is based in SAN RAFAEL, California, working with POLARIS WEALTH ADVISORY GROUP, LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does James Richard Mason charge for services?
James Richard Mason's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POLARIS WEALTH ADVISORY GROUP, LLC?
POLARIS WEALTH ADVISORY GROUP, LLC has approximately 36 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN RAFAEL
Christopher Donald Charles — WULFF, HANSEN & CO.Benjamin (nmn) Stewart — STEWART WEALTH MANAGEMENT, INC.Kim B Tu — WULFF, HANSEN & CO.Brenda Sue Friedlander — FRIEDLANDER, BRENDA SJennifer Lefcourt — FREESTYLE CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile