FIRST MASON FINANCIAL, LLC

33 Public Square
Medina, Ohio 44256
Tel: 330-722-5777

About FIRST MASON FINANCIAL, LLC

FIRST MASON FINANCIAL, LLC, formally registered with the SEC as FIRST MASON FINANCIAL, LLC. The firm was established in 05/03/2011. They have over 1 offices throughout the country.

FIRST MASON FINANCIAL, LLC is a Medina, Ohio based Financial Planning firm with nearly $139,885,996 assets under management, offering retirement planning & investment advisory services to 677 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145025
SEC#	801-72315
Assets Managed by Firm	$139,885,996
No. of Clients	677
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	677	$139,885,996
Individuals (other than high net worth individuals)	316	$56,374,282
High net worth individuals	35	$80,731,009
Pension and profit sharing plans	1	$2,780,705

More Retirement Planning firms in Medina, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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