First Mason Financial, LLC
First Mason Financial, LLC (CRD# 145025) is a financial advisory firm headquartered in Medina, OH. They manage $139,885,996 in 677 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management140MILLION
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Total Number of Accounts677ACCOUNTS
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Average Account Value$206,626
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, KY, OH, TX, VA
Financial Advisors at First Mason Financial, LLC
No Advisor Found.
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