Mason & Associates, Inc.

Mason & Associates, Inc. (CRD# 141303) is a financial advisory firm headquartered in Los Angeles, CA. They manage $539,514,440 in 1,717 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
7474 North Figueroa Street, Suite 100, Los Angeles, CA 90041
http://www.masonlifeplanning.com
By the Numbers
  • Total Assets Under Management
    540
    MILLION
  • Total Number of Accounts
    1,717
    ACCOUNTS
  • Average Account Value
    $314,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, CO, FL, IA, NV, TX, WA

Financial Advisors at Mason & Associates, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Kent Dallmeyer, financial advisor Washington IA
Kent L. Dallmeyer
CRD#: 851512
Washington, IA

Kent Dallmeyer (CRD# 851512) is an Investment Advisor Representative working at Mason & Associates, Inc. in Washington, IA and has over 43 years of experience in the finance industry.

2
Brent Mason, financial advisor Los Angeles CA
Brent M. Mason
CRD#: 4046662
7474 North Figueroa Street, Suite 100, Los Angeles, CA 90041

Brent Mason (CRD# 4046662) is an Investment Advisor Representative working at Mason & Associates, Inc. in Los Angeles, CA and has over 24 years of experience in the finance industry.

3
Abel Santibanez, financial advisor Los Angeles CA
Abel A. Santibanez
CRD#: 5752541
7474 North Figueroa Street, Suite 100, Los Angeles, CA 90041

Abel Santibanez (CRD# 5752541) is an Investment Advisor Representative working at Mason & Associates, Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.

4
Sun Shim, financial advisor Los Angeles CA
Sun M. Shim
CRD#: 2873133
7474 North Figueroa Street, Suite 100, Los Angeles, CA 90041

Sun Shim (CRD# 2873133) is an Investment Advisor Representative working at Mason & Associates, Inc. in Los Angeles, CA and has over 26 years of experience in the finance industry.

5
Liliana Verduzco, financial advisor Los Angeles CA
Liliana Verduzco
CRD#: 6193608
7474 North Figueroa Street, Suite 100, Los Angeles, CA 90041

Liliana Verduzco (CRD# 6193608) is an Investment Advisor Representative working at Mason & Associates, Inc. in Los Angeles, CA and has over 7 years of experience in the finance industry.

6
Mitchell Crocker, financial advisor Los Angeles CA
Mitchell Crocker
CRD#: 7739072
7474 North Figueroa Street, Suite 100, Los Angeles, CA 90041

Mitchell Crocker (CRD# 7739072) is an Investment Advisor Representative working at Mason & Associates, Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.

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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