First Mason Financial, LLC
First Mason Financial, LLC (CRD# 145025) is a financial advisory firm headquartered in Medina, OH. They manage $336,000,000 in 245 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management336MILLION
Total Number of Accounts245ACCOUNTS
Average Account Value$1,371,429
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Mason (CRD# 4430474) is an Investment Advisor Representative working at First Mason Financial, LLC in Medina, OH and has over 16 years of experience in the finance industry.