Mason Investment Advisory Services Review


Trust Score 94%
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Mason Investment Advisory Services, federally registered in 1982, is a Registered Investment Advisor (RIA) in 32 state(s) with a licensed staff of 34 advisors. Mason Investment Advisory Services manages $6.5 billion and provides investment advisory services for 836 clients (1:25 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Avg Account Balance $7,784,327
Hybrid Advisor Yes
Disciplinary History No
Total AUM $6.5 billion
Advisor / Client Ratio 1:25
Headquarters Reston, VA
SEC Filings Forms and Brochures
State(s) Registered AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MD, MA, MI, MN, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI, WY


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