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S.A. MASON, LLC
CRD 151440 · SEC 801-70548
170 COLLEGE AVENUE, SUITE 260, HOLLAND, MI, 49423, United States
Phone
616-355-3500
Fax
616-328-6783
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$528.7M
Discretionary AUM
$427.3M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $25.0M |
| High net worth individuals | 90 | $460.6M |
| Charitable organizations | 18 | $30.1M |
| Corporations/business entities | 10 | $12.9M |
States served
CA, IL, MI, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD