Mason & Associates, Inc.
● SEC registered since 2006CRD 141303SEC# 801-67068Los Angeles, CA
Reg. AUM
$828.7M
Employees
8
Accounts
2,143
Location
Los Angeles, CA
Mason & Associates, Inc. assets under management
Mason & Associates, Inc. is a registered investment adviser overseen by the SEC based in Los Angeles, CA. The firm has been registered since 2006. It reports $828.7 million in regulatory assets under management and employs 8 people.
Mason & Associates, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Markey Mason Control | President | Under 5% | 2007 |
| Charles William Mason Control | Ceo | Under 5% | 2007 |
| Mason & Associates, Inc. | Corporation | Over 75% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Mason & Associates, Inc. manage?
Mason & Associates, Inc. reports $828.7 million in regulatory assets under management on its Form ADV.
How many employees does Mason & Associates, Inc. have?
Mason & Associates, Inc. reports 8 employees.
Where is Mason & Associates, Inc. located?
Mason & Associates, Inc. is based in Los Angeles, CA and has been SEC-registered since 2006.
Does Mason & Associates, Inc. disclose fund performance?
Mason & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7474 North Figueroa Street, Suite 100, Los Angeles, CA 90041 |
| Phone | 323-254-3072 |
| Fax | 323-254-3198 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$828.7M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$828.7Mregulatory AUM
Discretionary $707.7MNon-discretionary $121.1M