S.a. Mason, LLC

S.a. Mason, LLC (CRD# 151440) is a financial advisory firm headquartered in Holland, MI. They manage $454,256,292 in 658 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    454
    MILLION
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $690,359
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, TX

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

Samuel Mason (CRD# 2755456) is an Investment Advisor Representative working at S.a. Mason, LLC in Holland, MI and has over 27 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

Braden Proctor (CRD# 4518967) 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.

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