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| Mason & Associates Inc
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|---|---|
| CRD # | 141303 |
| SEC # | 801-67068 |
| CIK # | 0001917686, 0001895045 |
| AUM | 828.7 M (2026-01-29) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 323-254-3072 |
| Address | 7474 North Figueroa Street Los Angeles, CA 90041 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 6.6 | ||
| Apple Inc | 2.1 | ||
| Dominion Resources Inc /VA/ | 1.4 | ||
| CSX Corp | 0.8 | ||
| Southern Co | 0.7 | ||
| BB&T Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 423 | 127.2 |
| (b) Individuals (high net worth individuals) | 214 | 567.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 44 | 80.5 |
| (h) Charitable organizations | 10 | 26.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 26.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,143 | 828.7 |
| By Discretionary | ||
| Discretionary | 1,989 | 707.7 |
| Non-Discretionary | 154 | 121.1 |
| Total | 2,143 | 828.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 828.7 | |
| Total | 2,143 | 828.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001895045] | |
| 13F-NT | [0001895045] | |
| 13F-HR | [0001917686] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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IN | 831.1 M |
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827.7 M | |
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FL | 827.7 M |
|
Edge Wealth Management LLC
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NY | 827.2 M |
|
MPS-Loria Financial Planners LLC
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IL | 826.6 M |
|
Aequitas Investment Advisors LLC
✚
|
MA | 826.1 M |