Unclaimed Profile

Aubrey Lee Mason

YORKTOWN MANAGEMENT AND RESEARCH CO INC·LYNCHBURG, Virginia

Clean recordYORKTOWN MANAGEMENT AND RESEARCH CO INC

2303 YORKTOWN AVE, LYNCHBURG, VA 24501-2146CRD# 322160Firm CRD# 105083

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aubrey Lee Mason · LYNCHBURG, VA

Registration

CRD #322160 · YORKTOWN MANAGEMENT AND RESEARCH CO INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Aubrey Lee Mason is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with YORKTOWN MANAGEMENT AND RESEARCH CO INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

YORKTOWN MANAGEMENT AND RESEARCH CO INC

AUM

$678M

Regulatory assets under management

Employees

Total firm employees

View all advisors at YORKTOWN MANAGEMENT AND RESEARCH CO INC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 322160

Firm CRD# 105083

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aubrey Lee Mason offer?

Aubrey Lee Mason specializes in Investment Management, Fee-Only Advisory. Contact their office in LYNCHBURG, Virginia for a consultation.

What are Aubrey Lee Mason's credentials?

Aubrey Lee Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aubrey Lee Mason located?

Aubrey Lee Mason is based in LYNCHBURG, Virginia, working with YORKTOWN MANAGEMENT AND RESEARCH CO INC. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.

How does Aubrey Lee Mason charge for services?

Aubrey Lee 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 YORKTOWN MANAGEMENT AND RESEARCH CO INC?

YORKTOWN MANAGEMENT AND RESEARCH CO INC has approximately 12 employees and manages $678M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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