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MASON & ASSOCIATES, LLC

Tel: (757) 223-9898
2 Bayport Way
Suite 110
Newport News, Virginia  23606

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MASON & ASSOCIATES, LLC

MASON & ASSOCIATES, LLC is a Newport News, Virginia based financial advisory firm with nearly $318,969,574 in assets under management and provides investment advisory services for 1311 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

307206

SEC#:

801-119343

No. of Clients:

1311

Assets under Management

$318,969,574

No. of Advisors:

9

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