Be advised. This firm is no longer registered.

Mason Morgan Investments, LLC

Mason Morgan Investments, LLC (CRD# 163968) is a financial advisory firm headquartered in Auburn, CA. They manage $4,750,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1519 Lincoln Way, Auburn, CA 95603
http://masonmorganadvisors.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $89,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mason Morgan Investments, 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals