Unclaimed Profile

Patrick James Mason

CAIRN INVESTMENT GROUP, INC.·VANCOUVER, Washington

Clean recordCAIRN INVESTMENT GROUP, INC.

500 BROADWAY STREET, VANCOUVER, WA 98660CRD# 4585346Firm CRD# 143601

Profile Verification

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

Identity

Patrick James Mason · VANCOUVER, WA

Registration

CRD #4585346 · CAIRN INVESTMENT GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick James Mason is a registered financial advisor based in VANCOUVER, Washington, affiliated with CAIRN INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CAIRN INVESTMENT GROUP, INC.

CAIRN INVESTMENT GROUP

AUM

$337M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAIRN INVESTMENT GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4585346

Firm CRD# 143601

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick James Mason offer?

Patrick James Mason specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VANCOUVER, Washington for a consultation.

What are Patrick James Mason's credentials?

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

Where is Patrick James Mason located?

Patrick James Mason is based in VANCOUVER, Washington, working with CAIRN INVESTMENT GROUP, INC.. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Patrick James Mason charge for services?

Patrick James 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 CAIRN INVESTMENT GROUP, INC.?

CAIRN INVESTMENT GROUP, INC. has approximately 6 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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