First Mason Financial, LLC

First Mason Financial, LLC (CRD# 145025) is a financial advisory firm headquartered in Medina, OH. They manage $148,125,145 in 672 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $220,424
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
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.
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