Mason Investment Advisory Services Inc is a large advisory firm based in Reston. It manages $6.51 billion of regulatory assets for 1,233 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 27 other states.
Mason Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mason Investment Advisory Services Inc is $6.51 billion. The firm's AUM has grown by 1423% since the beginning of its operation, and $56.02 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Mason Investment Advisory Services Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of William Noyes Mason is charitable organizations with 83 clients and $3.2 billion of assets under management. Among the 9 most similar advisory firms, Mason Investment Advisory Services has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $6.51 billion for 836 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Mason Investment Advisory Services doesn't advise any private funds.
The company employs 68 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. 34 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William Noyes Mason has been acting as President since 1 Jul 1982. Scott Stanley George joined the executive team most recently as the President.
The principal office where Mason Investment Advisory Services Inc performs its advisory services is located at 11130 Sunrise Valley Dr, Reston, VA 20191 5321, which is also the mailing address of the firm. An additional office of the firm is in San Ramon, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-716-6000 or by fax 703-716-6020. The normal business hours are 9:00 a.m. to 5:00 pm on Monday - Friday. You can find more information about the New York firm at masoncompanies.com.