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MASON & ASSOCIATES, INC.
CRD 141303 · SEC 801-67068
7474 NORTH FIGUEROA STREET, SUITE 100, LOS ANGELES, CA, 90041, United States
Phone
323-254-3072
Fax
323-254-3198
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$828.7M
Discretionary AUM
$707.7M
Team
8 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 423 | $127.2M |
| High net worth individuals | 214 | $567.4M |
| Pension/profit sharing plans | 44 | $80.5M |
| Charitable organizations | 10 | $26.9M |
| Corporations/business entities | 7 | $26.8M |
States served
AZ, CA, CO, IA, NV, NM, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD