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Home > Retirement Planners > michigan > holland > S.A. MASON, LLC
S.A. MASON, LLC
170 College Avenue
Suite 260
Holland, Michigan 49423
Tel: 616-355-3500
About S.A. MASON, LLC
SA MASON, LLC, formally registered with the SEC as SA MASON, LLC. The firm was established in 09/16/2009. They have over 1 offices throughout the country.
S.A. MASON, LLC is a Holland, Michigan based Financial Planning firm with nearly $573,916,685 assets under management, offering retirement planning & investment advisory services to 720 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151440 |
| SEC# | 801-70548 |
| Assets Managed by Firm | $573,916,685 |
| No. of Clients | 720 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 720 | $573,916,685 |
| Individuals (other than high net worth individuals) | 135 | $30,665,135 |
| High net worth individuals | 84 | $514,910,185 |
| Charitable organizations | 15 | $20,600,944 |
| Corporations or other businesses | 7 | $7,740,421 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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