Mason Investment Advisory Services Inc.
Mason Investment Advisory Services Inc. (CRD# 111113) is a financial advisory firm headquartered in Reston, VA. They manage $12,155,269,613 in 1,027 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management12,155MILLION
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Total Number of Accounts1,027ACCOUNTS
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Average Account Value$11,835,706
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
Sarah Baker (CRD# 4862512) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 19 years of experience in the finance industry.
Richard Baldwin (CRD# 2796918) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 26 years of experience in the finance industry.
Barry Beach (CRD# 2641347) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 28 years of experience in the finance industry.
Phil Broderick (CRD# 1688752) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 33 years of experience in the finance industry.
Sarah Casey (CRD# 1178717) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 32 years of experience in the finance industry.
William Courson (CRD# 1266000) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 31 years of experience in the finance industry.
Gregorio Druehl (CRD# 4316714) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 12 years of experience in the finance industry.
David Engler (CRD# 4755145) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 20 years of experience in the finance industry.
Katherine Fincher (CRD# 5985385) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 11 years of experience in the finance industry.
Claudelle Gehy (CRD# 6574295) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 8 years of experience in the finance industry.