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Aubrey Lee Mason

YORKTOWN MANAGEMENT AND RESEARCH CO INC·LYNCHBURG, Virginia
Unclaimed Profile
2303 YORKTOWN AVE, LYNCHBURG, VA 24501-2146CRD# 322160Firm CRD# 105083
01

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.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
YORKTOWN MANAGEMENT AND RESEARCH CO INC
YORKTOWN MANAGEMENT AND RESEARCH CO INC
AUM
$678M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at YORKTOWN MANAGEMENT AND RESEARCH CO INC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 322160
Firm CRD# 105083
No disclosures on file
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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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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