S.A. MASON, LLC

Adviser information for S.A. MASON, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Michigan, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	671	$276.6M
Non-Discretionary	49	$297.3M
Total	720	$573.9M

Clients

Type	Number	RAUM
Individuals	135	$30.7M
HNW Individuals	84	$514.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	15	$20.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$7.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-70548
SEC ERA File Number	801-70548
SEC CIK Numbers	None
SEC CRD Numbers	151440
Legal Entity Identifier	None

Principal Office

170 COLLEGE AVENUE
SUITE 260
HOLLAND
MI
United States

Monday - Friday, 8:30 AM - 5:00 PM

Tel: 616-355-3500, Fax: 616-328-6783

Chief Compliance Officer

SAMUEL ARTHUR MASON

MANAGING MEMBER

170 COLLEGE AVENUE

SUITE 260

HOLLAND

United States

Tel: 616-355-3500

Fax: 616-328-6783

S*****@**************M

(Full email address available in API data)

Regulatory Contact