S.A. Mason, LLC
● SEC registered since 2009CRD 151440SEC# 801-70548Holland, MI
Reg. AUM
$528.7M
Employees
3
Accounts
881
Location
Holland, MI
S.A. Mason, LLC assets under management
S.A. Mason, LLC is an SEC-registered investment adviser based in Holland, MI. The firm has been registered since 2009. It reports $528.7 million in regulatory assets under management and employs 3 people.
S.A. Mason, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Samuel Arthur Mason Control | Managing Member/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does S.A. Mason, LLC manage?
S.A. Mason, LLC reports $528.7 million in regulatory assets under management on its Form ADV.
How many employees does S.A. Mason, LLC have?
S.A. Mason, LLC reports 3 employees.
Where is S.A. Mason, LLC located?
S.A. Mason, LLC is based in Holland, MI and has been SEC-registered since 2009.
Does S.A. Mason, LLC disclose fund performance?
S.A. Mason, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 170 College Avenue, Suite 260, Holland, MI 49423 |
| Phone | 616-355-3500 |
| Fax | 616-328-6783 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$528.7M▼ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$528.7Mregulatory AUM
Discretionary $427.3MNon-discretionary $101.4M