S.a. Mason, LLC

S.a. Mason, LLC (CRD# 151440) is a financial advisory firm headquartered in Holland, MI. They manage $573,916,685 in 720 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

170 College Avenue, Suite 260, Holland, MI 49423

By the Numbers

Total Assets Under Management

574

MILLION
Total Number of Accounts

720

ACCOUNTS
Average Account Value

$797,107

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

Registered Investment Advisor

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.

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.

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.

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.

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