RIA Intel›Advisers›California›MASON FINANCIAL SERVICES INC

MASON FINANCIAL SERVICES INC

Advisory

REDLANDS, CA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in CA

#3,432

of 5,480 advisers by AUM

Average account

$597K

across 86 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients86

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

86 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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