Mason & Associates, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

141303

SEC number

801-67068

Firm type

RIA

Assets under management

$828.7M as of Jan 29, 2026

Website

www.masonlifeplanning.com ↗

Phone

323-254-3072

Address

7474 North Figueroa Street, Los Angeles, CA, 90041

Advisors at this firm

8 in our index · page 1 of 1

• Mitchell CrockerCRD 7739072 · Los Angeles, CA
  IA Registered
• Kent Lan DallmeyerCRD 851512 · Washington, IA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brent Markey MasonCRD 4046662 · Los Angeles, CA
  IA Registered
  Disclosure event(s) on record
• Charles William MasonCRD 322180 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Allan William MoskowitzCRD 2103510 · Berkeley, CA
  IA Registered
  Disclosure event(s) on record
• Abel Alexander SantibanezCRD 5752541 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Sun Mi ShimCRD 2873133 · Los Angeles, CA
  IA Registered
• Liliana VerduzcoCRD 6193608 · Los Angeles, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.