First Mason Financial, LLC

First Mason Financial, LLC (CRD# 145025) is a financial advisory firm headquartered in Medina, OH. They manage $281,853,618 in 405 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $695,935
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at First Mason Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Mason
CRD#: 4430474
33 Public Square, Medina, OH 44256
93
Wealthminder
score

Daniel Mason (CRD# 4430474) is an Investment Advisor Representative working at First Mason Financial, LLC in Medina, OH and has over 14 years of experience in the finance industry.

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