11921 Freedom Drive
Suite 1000
Reston, Virginia 20190
Tel: 703-716-6000
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111113 |
SEC# | 801-18054 |
Assets Managed by Firm | $12,155,269,613 |
No. of Clients | 1027 |
No. of Advisors | 79 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1027 | $12,155,269,613 |
Individuals (other than high net worth individuals) | 293 | $141,255,471 |
High net worth individuals | 650 | $5,631,069,627 |
Pension and profit sharing plans | 5 | $329,251,888 |
Charitable organizations | 75 | $3,972,953,997 |
Corporations or other businesses | 4 | $2,080,738,630 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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