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Building 2S.A. MASON, LLC

Map pinHOLLAND, MI
Phone616-355-3500
NotebookSEC #801-70548
Total AUM
$528.7M
Employees
3
Clients
282

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
170 COLLEGE AVENUE
SUITE 260
HOLLAND
MI 49423
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
616-355-3500

ReceiptFinancials

Total AUM
$528.7M
Accounts
881
Discretionary
$427.3M
Accounts
823
Non-Discretionary
$101.4M
Accounts
58

ContactClients

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Individual Clients
164
AUM
$25M
HNW Individual Clients
90
AUM
$460.6M
Charitable Organization Clients
18
AUM
$30.1M
Corporation or Business Clients
10
AUM
$12.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMIOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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