MASON & ASSOCIATES, INC.
SEC Form ADV profile.
Total regulatory AUM
$828,735,152
Discretionary
$707,671,058
Non-discretionary
$121,064,094
Firm details
- CRD number
- 141303
- SEC file number
- 801-67068
- Main office
- LOS ANGELES, CA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.MASONLIFEPLANNING.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.