|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Mason Investment Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 111113 |
| SEC # | 801-18054 |
| CIK # | 0001635007 |
| AUM | $13.2 B (2025-03-28) |
| Employees | 71 (44% Investors, 42% Brokers) |
| Phone | 703-716-6000 |
| Address | 11921 Freedom Drive Reston, VA 20190 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Exxon Mobil Corp | 0.0 | ||
| Albertsons Companies Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| DTE Energy Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 0.1 |
| (b) Individuals (high net worth individuals) | 713 | 5.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.4 |
| (h) Charitable organizations | 69 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,110 | 13.2 |
| By Discretionary | ||
| Discretionary | 1,099 | 12.3 |
| Non-Discretionary | 11 | 0.9 |
| Total | 1,110 | 13.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.2 | |
| Total | 1,110 | 13.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001635007] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cavanal Hill Investment Management Inc
✚
|
OK | 14.2 |
|
Yousif Capital Management LLC
✚
|
MI | 14.0 |
|
Degroof Petercam Asset Management
✚
|
13.6 | |
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 13.6 |
|
Madison Investment Advisors LLC
✚
|
WI | 13.3 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
|
MA | 12.9 |
|
Westwood Management Corp
✚
|
TX | 12.8 |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 12.6 |
|
Ariel Investments LLC
✚
|
IL | 12.4 |
|
Clarfeld Financial Advisors LLC
✚
|
NY | 12.2 |