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S.A. Mason LLC

EST. AUM
$636,110,522

CONTACTS
1

CLIENT ACCOUNTS
805

Firm Details

Metro area Grand Rapids
CRD Number 151440
Website
Client types

Overview

S.A. Mason, LLC is an investment advisory firm based in Holland, MI, providing a range of investment advisory services. The firm manages approximately $454 million in assets for over 140 clients, with an average of $227 million in assets per advisor. Compensation options include asset-based fees, hourly rates, and fixed fees. S.A. Mason, LLC manages a portion of 401(k) and individual accounts and has expertise in managing employer funds, with a significant share of assets managed on a discretionary basis. The firm primarily serves high-net-worth individuals, offering investment advice tailored to clients' financial objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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