MASON INVESTMENT ADVISORY SERVICES INC
Reston, Virginia
3.7
3 Reviews
Mason Investment Advisory Services Inc, headquartered in Reston, VA, is a prominent regional investment advisory firm catering to a diverse client base. With a remarkable track record and a wealth of expertise, Mason Investment Advisory Services Inc oversees a staggering $10,094,476,000 in assets under management for over 230 individual clients. The firm's dedication to personalized service is evident through their two strategically located offices, allowing them to serve clients efficiently across the region.
An impressive 97% of the assets entrusted to Mason Investment Advisory Services Inc are under their discretionary managem...
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Assets Under Mgmt
$10.09B
Investment Professionals
34
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Articles
Articles
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