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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