MASON FINANCIAL SERVICES

Overview

Mason Financial Services is an independent registered investment adviser that serves individuals and families, with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-managed structure and lists accounting as a principal business activity, which informs a practice style that blends tax-awareness with investment management. Fee arrangements are percentage-of-AUM based. Filings indicate Mason Financial Services is not an active ESG investor and does not market itself as a multi-state or newly formed adviser. Investment activity shows a clear tilt toward equities, with exchange-traded equities making up the largest share of client assets. The firm also maintains relationships with outside pooled vehicles and acts in sponsor or managing member roles for some pooled investment structures, suggesting they can place clients into manager-led or internally sponsored alternative vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices