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
33 Public Square, Medina, OH 44256
https://www.facebook.com/virtualdan365
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    677
    ACCOUNTS
  • 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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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