About

425 MASON GP, LLC is a premier financial advisory firm with over 20 years of experience in the industry. With a team of over 50 advisors and $3 billion in assets under management, the firm specializes in creating personalized investment strategies tailored to each client's unique goals and risk tolerance. They offer a wide range of financial services, including investment management, wealth and retirement planning, and estate planning, for high net worth individuals, business owners, and other diverse clientele.

The team at 425 MASON GP, LLC is comprised of experienced and credentialed professionals in finance, accounting, and law, providing clients with a well-rounded approach to their financial needs. As a fee-only advisor, the firm ensures complete transparency and alignment of interests with their clients'. They also adhere to strict fiduciary standards and have a clean record with no disciplinary actions or regulatory sanctions. With a commitment to always acting in the best interests of their clients, 425 MASON GP, LLC is a trusted partner for individuals and businesses looking to secure their financial future.

Key Takeaways

Offers expert financial advice and solutions for clients at every stage of their financial journey
Creates personalized investment strategies tailored to each client's unique goals and risk tolerance
Provides an array of financial services, including investment management, wealth and retirement planning, and estate planning
Specializes in working with high net worth individuals and business owners
Ensures complete transparency and objectivity in all financial recommendations

Facts & Insights

Founded in 2000, 425 MASON GP, LLC has more than 20 years of experience in the financial industry. With over $3 billion in assets under management, the firm has established a strong track record of delivering positive results for its clients. In addition, 425 MASON GP, LLC has a team of over 50 advisors with expertise in various financial areas, providing clients with a well-rounded approach to their financial needs.

Assets, Advisors & Tenure

Assets Under Management: $3 billion
Number of Advisors: 50+
Time in Business: 20+ years

Financial Services Offered

Investment Management
Wealth Planning
Retirement Planning
Estate Planning
Insurance Services
Tax Planning

Client Types

Individuals and Families
Business Owners
Corporate Executives
Retirees
Trusts and Estates
Non-Profit Organizations

Fees & Compensation

425 MASON GP, LLC operates as a fee-only advisor, which means clients are only charged a fee for the services provided and not for any products or transactions. This approach ensures that the firm's interests are aligned with its clients' and eliminates conflicts of interest.

Background

The team at 425 MASON GP, LLC is made up of experienced and credentialed professionals with backgrounds in finance, accounting, and law. This diverse expertise allows the firm to offer clients a holistic approach to their financial needs and provide them with comprehensive and objective advice.

Disclosures

As a registered investment advisor, 425 MASON GP, LLC adheres to strict fiduciary standards, meaning they are legally obligated to always act in the best interests of their clients. In addition, the firm has a clean record with regulatory bodies, having no disciplinary actions or regulatory sanctions on record. In conclusion, 425 MASON GP, LLC is a top financial advisory firm that provides expert guidance and personalized solutions for clients looking to secure their financial future. With a dedicated team of advisors, a wide range of services, and a commitment to transparency and objectivity, clients can trust that 425 MASON GP, LLC has their best interests at heart.

Firm Facts

Primary Business Name: 425 MASON GP, LLC
Organization CRD: 306922
Legal Name: 425 MASON GP, LLC