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Building 2FIRST MASON FINANCIAL, LLC

Map pinMEDINA, OH
Phone330-722-5777
NotebookSEC #801-72315
Total AUM
$185.7M
Employees
3
Clients
383

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 PUBLIC SQUARE
MEDINA
OH 44256
United States
Operating Hours
8-6
Monday - Friday
Phone
330-722-5777

ReceiptFinancials

Total AUM
$185.7M
Accounts
1,068
Discretionary
$185.7M
Accounts
1,068
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
317
AUM
$75.8M
HNW Individual Clients
65
AUM
$106.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYOHTXVA

HandshakeAffiliates

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

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