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Home > Retirement Planners > virginia > newport news > MASON & ASSOCIATES, LLC
MASON & ASSOCIATES, LLC
2 Bayport Way
Suite 110
Newport News, Virginia 23606
Tel: (757) 223-9898
About MASON & ASSOCIATES, LLC
MASON & ASSOCIATES, LLC, formally registered with the SEC as MASON & ASSOCIATES, LLC. The firm was established in 08/24/2020. They have over 1 offices throughout the country.
MASON & ASSOCIATES, LLC is a Newport News, Virginia based Financial Planning firm with nearly $318,969,574 assets under management, offering retirement planning & investment advisory services to 1311 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307206 |
| SEC# | 801-119343 |
| Assets Managed by Firm | $318,969,574 |
| No. of Clients | 1311 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1311 | $318,969,574 |
| Individuals (other than high net worth individuals) | 242 | $140,162,237 |
| High net worth individuals | 136 | $178,807,337 |
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