Mason Wells, Inc.
Mason Wells, Inc. (CRD# 173069) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,364,757,835 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1,365MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$194,965,405
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)