S.A. MASON, LLC
Firm details
- Headquarters
- HOLLAND, Michigan
- CRD number
- 151440
- Registered since
- September 16, 2009
- Custodians
- CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.12%
- Charitable Organizations5.7%
- Individuals4.74%
- Corporations / Businesses2.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
S.A. Mason, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and in business since 2009. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory capabilities focus on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not list itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities39%
- US Government Bonds9%
- Cash & Cash Equivalents7%
Contacts
3 of 4LUKE MASON
Portfolio ManagerCRD 7382364
SAMUEL MASON
PrincipalCRD 2755456
BRADEN PROCTOR
Investment Adviser RepresentativeCRD 4518967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$123M in ETFs
85%
$105M
1%
$18.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $9.1M | 28,481 | 7.41% |
Location
HOLLAND, MI
OTTAWA
Location
HOLLAND, MI
Headquartered in HOLLAND, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- OTTAWA
- Address
- 170 College Ave
- Time zone
- ET (UTC-5)
- Office locations
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