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FIRST MASON FINANCIAL, LLC
CRD 145025 · SEC 801-72315
33 PUBLIC SQUARE, MEDINA, OH, 44256, United States
Phone
330-722-5777
Fax
330-232-8677
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$185.7M
Discretionary AUM
$185.7M
Team
3 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 317 | $75.8M |
| High net worth individuals | 65 | $106.9M |
| Pension/profit sharing plans | 1 | $2.9M |
States served
KY, OH, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD