S.a. Mason, LLC

S.a. Mason, LLC (CRD# 151440) is a financial advisory firm headquartered in Holland, MI. They manage $348,779,517 in 280 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $1,245,641
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at S.a. Mason, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Samuel A. Mason
CRD#: 2755456
170 College Avenue, Suite 260, Holland, MI 49423
96
Wealthminder
score

Samuel Mason (CRD# 2755456) is an Investment Advisor Representative working at S.a. Mason, LLC in Holland, MI and has over 21 years of experience in the finance industry. Samuel Mason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Braden L. Proctor
CRD#: 4518967
170 College Avenue, Suite 260, Holland, MI 49423
93
Wealthminder
score

Braden Proctor (CRD# 4518967) is an Investment Advisor Representative working at S.a. Mason, LLC in Holland, MI and has over 15 years of experience in the finance industry.

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