S.A. MASON, LLC

S.A. MASON, LLC of HOLLAND, MI is an SEC-registered investment adviser (CRD 151440). Regulatory assets under management: $528.7M.

Registration

• CRD: 151440
• SEC file number: 801-70548
• Type: Registered investment adviser
• Location: 170 COLLEGE AVENUE, SUITE 260, HOLLAND, MI, 49423
• Phone: 616-355-3500
• Latest filing: 2026-03-26
• Regulatory AUM: $528.7M
• Discretionary AUM: $427.3M
• Non-discretionary AUM: $101.4M
• Clients: 3
• Accounts: 881

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151440 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search