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Judith Lynn Birchfield

MASON INVESTMENT ADVISORY SERVICES INC·RESTON, Virginia
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11921 FREEDOM DRIVE, RESTON, VA 20190CRD# 4370089Firm CRD# 111113
01

About

Judith Lynn Birchfield is a registered financial advisor based in RESTON, Virginia, affiliated with MASON INVESTMENT ADVISORY SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MASON INVESTMENT ADVISORY SERVICES INC
MASON INVESTMENT ADVISORY SERVICES INC
AUM
$12.2B
Regulatory assets under management
Employees
79
Total firm employees
View all advisors at MASON INVESTMENT ADVISORY SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4370089
Firm CRD# 111113
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Judith Lynn Birchfield offer?
Judith Lynn Birchfield specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are Judith Lynn Birchfield's credentials?
Judith Lynn Birchfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Judith Lynn Birchfield located?
Judith Lynn Birchfield is based in RESTON, Virginia, working with MASON INVESTMENT ADVISORY SERVICES INC. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Judith Lynn Birchfield charge for services?
Judith Lynn Birchfield's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASON INVESTMENT ADVISORY SERVICES INC?
MASON INVESTMENT ADVISORY SERVICES INC has approximately 79 employees and manages $12.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RESTON
Mary Anika Burney — THE BURNEY COMPANYLowell Dorrance Pratt — THE BURNEY COMPANYGilbert Russell Green — THE BURNEY COMPANYWilliam Abbott Stewart — THE BURNEY COMPANYJohn F Burke — PROOF MANAGEMENT, LLC
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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