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MASON INVESTMENT ADVISORY SERVICES INC
CRD 111113 · SEC 801-18054
11921 FREEDOM DRIVE, SUITE 1000, RESTON, VA, 20190, United States
Phone
703-716-6000
Fax
703-716-6020
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.67B
Discretionary AUM
$14.60B
Team
72 total employees; 32 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 304 | $117.7M |
| High net worth individuals | 759 | $6.85B |
| Pension/profit sharing plans | 5 | $420.3M |
| Charitable organizations | 71 | $5.44B |
| Corporations/business entities | 8 | $2.84B |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD