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MASON & ASSOCIATES, INC.
LOS ANGELES, CA
323-254-3072
SEC #801-67068Total AUM
$828.7M
Employees
8Clients
698Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7474 NORTH FIGUEROA STREET
SUITE 100
LOS ANGELES
CA 90041
United States
SUITE 100
LOS ANGELES
CA 90041
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
323-254-3072
Other Offices
1
Financials
Total AUM
$828.7M
Accounts
2,143Discretionary
$707.7M
Accounts
1,989Non-Discretionary
$121.1M
Accounts
154
Clients
Individual Clients
423AUM
$127.2M
HNW Individual Clients
214AUM
$567.4M
Pension/Profit Sharing Plan Clients
44AUM
$80.5M
Charitable Organization Clients
10AUM
$26.9M
Corporation or Business Clients
7AUM
$26.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIANMNVTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.