|
⚲
|
| Sa Mason LLC
✚
|
|
|---|---|
| CRD # | 151440 |
| SEC # | 801-70548 |
| CIK # | |
| AUM | $454.3 MM (2023-03-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 616-355-3500 |
| Address | 170 College Avenue Holland, MI 49423 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 29.8 |
| (b) Individuals (high net worth individuals) | 71 | 401.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 18.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 454.3 |
| By Discretionary | ||
| Discretionary | 609 | 235.3 |
| Non-Discretionary | 49 | 218.9 |
| Total | 658 | 454.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 454.3 | |
| Total | 658 | 454.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Studio Investment Management LLC
✚
|
IL | 0.5 |
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.5 |
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.5 |
|
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.5 |
|
Woodward Financial Advisors Inc
✚
|
NC | 0.5 |
|
M&R Capital Management Inc
✚
|
NJ | 0.5 |
|
BGM Wealth Partners LLC
✚
|
MN | 0.5 |
|
Whelan Financial
✚
|
CA | 0.5 |
|
Cross Island Advisors LLC
✚
|
CT | 0.5 |
|
TCFG Investment Advisors LLC
✚
|
CA | 0.5 |