FIRST MASON FINANCIAL, LLC
Tel: 330-722-5777 33 Public Square Medina, Ohio 44256
About FIRST MASON FINANCIAL, LLC
FIRST MASON FINANCIAL, LLC is a Medina, Ohio based financial advisory firm with nearly $139,885,996 in assets under management and provides investment advisory services for 677 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
145025
Firm SEC#:
801-72315
Assets Under Management:
$139,885,996
No. of Clients:
677
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
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