S.A. Mason, LLC

Overview

S.A. Mason, LLC is an SEC registered investment adviser based in Holland, MI, registered since 2009. It reports $529M in assets under management across 881 accounts, with 3 employees. It has 4 investment adviser representatives.

Reported AUM

$529M

Discretionary

81%

Accounts

881

Average account

$6K

Employees

3

Advisory reps

4

Registered since

2009

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Samuel Arthur Mason Managing Member, Chief Compliance Officer CRD 2755456

Advisory reps 3 of 4

• Samuel Arthur Mason Investment Adviser Rep CRD 2755456
• Luke Samuel Mason Investment Adviser Rep CRD 7382364
• Braden L Proctor Investment Adviser Rep CRD 4518967

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

170 College Ave Ste 260
Holland, MI 49423

County

Ottawa

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: sa-mason.com

Every state, with registration dates

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