Mason Wells, Inc.
Mason Wells, Inc. (CRD# 173069) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,135,770,773 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1,136MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$189,295,129
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)