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Building 2MASON & ASSOCIATES, LLC

Map pinNEWPORT NEWS, VA
Phone(757) 223-9898
NotebookSEC #801-119343
Total AUM
$471.4M
Employees
10
Clients
414

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 BAYPORT WAY
SUITE 110
NEWPORT NEWS
VA 23606
United States
Operating Hours
9AM - 5PM
MONDAY - THURSDAY
Phone
(757) 223-9898
Other Offices
6

ReceiptFinancials

Total AUM
$471.4M
Accounts
1,687
Discretionary
$471.4M
Accounts
1,687
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
242
AUM
$146.4M
HNW Individual Clients
172
AUM
$325M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNCNHSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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