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MASON FINANCIAL SERVICES
MASON FINANCIAL SERVICES INC
CRD 173628
300 E STATE STREET, STE 504, REDLANDS, CA, 92373, United States
Phone
909-475-0900
Fax
909-475-0909
Registration
— (—)
Source
State registered
Total AUM
$51.3M
Discretionary AUM
$51.3M
Team
3 total employees; 1 advisory reps; 200 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $29.9M |
| High net worth individuals | 9 | $21.4M |
All web addresses on file
Official SEC filing: View on IAPD