First Mason Financial, LLC
First Mason Financial, LLC is an SEC-registered mass-market adviser in Medina, OH with $185.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns First Mason Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145025, SEC 801-72315, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $185.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Medina, OH
- Employees
- 3
- Clients
- 383
- CRD
- 145025
- Ownership
- MASON, DANIEL, JEROME
How much AUM does First Mason Financial, LLC have?
First Mason Financial, LLC reported $185.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns First Mason Financial, LLC?
Disclosed owners and executives of First Mason Financial, LLC include MASON, DANIEL, JEROME. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.