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 registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2009) and advises a mix of individual, family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: the firm charges asset-based fees as well as hourly and fixed fees. Public filings indicate it does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4
Richard Veenhoven
Financial AdvisorCRD 5757201
Braden Proctor
Investment Adviser RepresentativeCRD 4518967
Samuel Mason
PrincipalCRD 2755456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$156M in ETFs
83%
$130M
<1%
$26.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF (VSDM) | Vanguard | $13.4M | 179,761 | 8.55% |
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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