|
⚲
|
| Sa Mason LLC
✚
|
|
|---|---|
| CRD # | 151440 |
| SEC # | 801-70548 |
| CIK # | |
| AUM | $528.7 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 616-355-3500 |
| Address | 170 College Avenue Holland, MI 49423 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 25.0 |
| (b) Individuals (high net worth individuals) | 90 | 460.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 18 | 30.1 |
| (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 | 10 | 12.9 |
| (n) Other | 0 | 0.0 |
| Total | 881 | 528.7 |
| By Discretionary | ||
| Discretionary | 823 | 427.3 |
| Non-Discretionary | 58 | 101.4 |
| Total | 881 | 528.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 528.7 | |
| Total | 881 | 528.7 |
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|---|---|---|
|
Jacksonville Wealth Management LLC
✚
|
FL | 0.5 |
|
DST Wealth Management LLC
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|
CA | 0.5 |
|
Pension & Wealth Management Advisors Inc
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|
Denver Wealth Management Inc
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|
Gagnon Securities LLC
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NY | 0.5 |
|
Peterson Wealth Services Inc
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UT | 0.5 |
|
Noble Family Wealth LLC
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|
FL | 0.5 |
|
Compass Financial Advisory Services LLC
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|
FL | 0.5 |
|
Core Planning LLC
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|
MO | 0.5 |
|
Reify Wealth Advisors Inc
✚
|
IN | 0.5 |