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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 $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 Status | Approved |
|---|---|
| Firm CRD# | 111113 |
| SEC# | 801-18054 |
| Assets Managed by Firm | $12,155,269,613 |
| No. of Clients | 1027 |
| No. of Advisors | 79 |
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 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 |
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