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MASON INVESTMENT ADVISORY SERVICES INC
MASON INVESTMENT ADVISORY SERVICES INC (CRD# 111113) is an SEC-Registered Investment Advisor (RIA), headquartered in Reston, VA. The SEC approved the firm to operate as an RIA in Dec 1982. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $6.5 Billion, with discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 1% .  
 
MASON INVESTMENT ADVISORY SERVICES INC also reported in Mar 2019
  • 68 employees, with 26 performing advisory functions.
  • A total of 3 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
MASON INVESTMENT ADVISORY SERVICES INC has no disclosure events reported to the SEC at this time.
 

View MASON INVESTMENT ADVISORY SERVICES INC's most recent Form ADV filing
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MASON INVESTMENT ADVISORY SERVICES INC has Notice Filings with the following State Securities Authorities: AZ-Apr 2001, CA-Jan 1999, CO-May 2006, CT-Jul 1997, DC-Oct 2001 , FL-Mar 1997, GA-Mar 2009, ID-Mar 2019, IL-Dec 1993, IN-Mar 2010 , KY-Mar 2015, LA-Mar 2015, MA-Jan 1997, MD-May 1991, MI-Jan 2000 , MN-Sep 2004, NC-Mar 2015, NH-Sep 1996, NJ-May 1993, NY-Oct 2001 , OH-May 2006, OR-Mar 2019, PA-Oct 2000, SC-Feb 2008, TN-Mar 2019 , TX-Jun 2001, UT-Jun 2005, VA-May 1991, VT-Oct 2009, WA-Mar 2019 , WI-Feb 2006, WY-Mar 2019


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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