MASON FINANCIAL SERVICES

MASON FINANCIAL SERVICES of REDLANDS, CA is an SEC-registered investment adviser (CRD 173628). Regulatory assets under management: $51.3M.

Registration

• CRD: 173628
• Type: Registered investment adviser
• Location: 300 E STATE STREET, REDLANDS, CA, 92373
• Phone: 909-475-0900
• Latest filing: 2026-02-03
• Regulatory AUM: $51.3M
• Discretionary AUM: $51.3M
• Clients: 3
• Accounts: 86

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173628 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search