Mason Investment Advisory Services Inc (Reston)

Name: Mason Investment Advisory Services Inc
Address: 11130 Sunrise Valley Dr, Reston, VA, 20191 5321
Telephone: 703-716-6000

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.

Mason Investment Advisory Services: assets under management

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 firm manages $6.44 billion in discretionary accounts and $62.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.7 million.

Investments

The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is state and local bonds, which make up 31% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients William Noyes Mason serves?

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.

Careers at Mason Investment Advisory Services Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Mason International	Parent corporation	1 Jul 1982	75% - 100%	54-1211120
William Noyes Mason	Chairman	1 Jul 1982	Other	322341
Judith Lynn Birchfield	Chief compliance officer	1 Feb 1997	Other	4370089
Scott Stanley George	Vice-president	1 Apr 2000	Other	1399567
Christopher Lee Schreiner	Chief operating officer	1 Jul 2004	Other	3154419
Scott Stanley George	President	1 Feb 2014	Other	1399567

Based in Reston

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.