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Home > Retirement Planners > virginia > reston > MASON INVESTMENT ADVISORY SERVICES INC
MASON INVESTMENT ADVISORY SERVICES INC
11921 Freedom Drive
Suite 1000
Reston, Virginia 20190
Tel: 703-716-6000
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 $10,094,475,873 assets under management, offering retirement planning & investment advisory services to 827 clients. The firm is staffed with 80 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111113 |
| SEC# | 801-18054 |
| Assets Managed by Firm | $10,094,475,873 |
| No. of Clients | 827 |
| No. of Advisors | 80 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 827 | $10,094,475,873 |
| Individuals (other than high net worth individuals) | 228 | $108,968,904 |
| High net worth individuals | 528 | $4,648,112,662 |
| Pension and profit sharing plans | 5 | $171,529,480 |
| Charitable organizations | 62 | $3,502,658,771 |
| Corporations or other businesses | 4 | $1,663,206,056 |
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