First Mason Financial, LLC
● SEC registered since 2011CRD 145025SEC# 801-72315Medina, OH
Reg. AUM
$185.7M
Employees
3
Accounts
1,068
Location
Medina, OH
First Mason Financial, LLC assets under management
First Mason Financial, LLC is an investment advisory firm registered with the SEC based in Medina, OH. The firm has been registered since 2011. It reports $185.7 million in regulatory assets under management and employs 3 people.
First Mason Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Jerome Mason Control | President & Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does First Mason Financial, LLC manage?
First Mason Financial, LLC reports $185.7 million in regulatory assets under management on its Form ADV.
How many employees does First Mason Financial, LLC have?
First Mason Financial, LLC reports 3 employees.
Where is First Mason Financial, LLC located?
First Mason Financial, LLC is based in Medina, OH and has been SEC-registered since 2011.
Does First Mason Financial, LLC disclose fund performance?
First Mason Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33 Public Square, Medina, OH 44256 |
| Phone | 330-722-5777 |
| Fax | 330-232-8677 |
| Office hours | 8-6 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$185.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$185.7Mregulatory AUM
Discretionary $185.7M