MASON & ASSOCIATES, INC.

LOS ANGELES, California·4 registered advisors·CRD# 141303
SEC# 801-670680323-254-3072
01

Firm Overview

AUM
$540M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MASON & ASSOCIATES, INC.

4 registered advisors
Brent Markey Mason
LOS ANGELES, California
Charles William Mason
LOS ANGELES, California
CFP
Sun Mi Shim
LOS ANGELES, California
CFP
Thomas Dean Mason
LOS ANGELES, California
05

Office Locations

LOS ANGELES, California
4 advisors

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Data sourced from SEC Form ADV filings. MASON & ASSOCIATES, INC. (CRD# 141303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.