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MASON INVESTMENT ADVISORY SERVICES INC

11921 Freedom Drive
Suite 1000
Reston, Virginia 20190
Tel: 703-716-6000

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About MASON INVESTMENT ADVISORY SERVICES INC

MASON INVESTMENT ADVISORY SERVICES INC, formally registered with the SEC as MASON INVESTMENT ADVISORY SERVICES INC. The firm was established in 12/20/1982. They have over 1 offices throughout the country.

MASON INVESTMENT ADVISORY SERVICES INC is a Reston, Virginia based Financial Planning firm with nearly $12,155,269,613 assets under management, offering retirement planning & investment advisory services to 1027 clients. The firm is staffed with 79 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111113
SEC#801-18054
Assets Managed by Firm$12,155,269,613
No. of Clients1027
No. of Advisors79

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 businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1027$12,155,269,613
Individuals (other than high net worth individuals)293$141,255,471
High net worth individuals650$5,631,069,627
Pension and profit sharing plans5$329,251,888
Charitable organizations75$3,972,953,997
Corporations or other businesses4$2,080,738,630

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