Mason & Associates

Insurance · California, United States · 11-50 Employees

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Overview

Headquarters

7474 N Figueroa St Ste 100, Los Angeles,...

Phone Number

(323) 254-3072

Revenue

$6.8 Million

Industry

Insurance
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Mason & Associates

Mason & Associates Inc. offers a range of financial services including life planning, investment management, wealth planning, and family office services. They focus on creating personalized strategies that help clients build, protect, and pass on their wealth while aligning with their values and legacy. The company caters to individuals, family-owned businesses, and entrepreneurs, providing comprehensive financial support tailored to their unique needs. Additionally, they emphasize sustainable investing through SRI/ESG options, aiming to deliver strong returns alongside positive social impact.Explore more
Mason & Associates's Social MediaPopular SearchesMason & Associates IncCharles W Mason & Associates IncMason & AssociatesMason and AssociatesMason and Associates IncSIC Code 64,641NAICS Code 52,524Show more

Mason & Associates Org Chart

PhoneEmail
MS
United States flag for contact location.

Chief Compliance Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mason & Associates

$6.8M
11-50
Private
-
1989
MS
Marleen ScheffyChief Compliance Officer
$6.4M
11-50
Private
<$5M
1947
LH
Linda HarrisAccount Manager
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
JR
Jean RaduenzDirector, Investment Operations & Services
<$5M
1-10
Private
-
2014
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Mason & Associates is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Mason & Associates is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Mason & Associates.

Mason & Associates Tech Stack

A closer look at the technologies used by Mason & Associates

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Frequently Asked Questions Regarding Mason & Associates

What is Mason & Associates's official website?
Mason & Associates's official website is www.masonlifeplanning.com
What is Mason & Associates's Revenue?
Mason & Associates's revenue is $6.8 Million
What is Mason & Associates's SIC code?
Mason & Associates's SIC: 64,641
What is Mason & Associates's NAICS code?
Mason & Associates's NAICS: 52,524
How many employees does Mason & Associates have?
Mason & Associates has 11-50 employees
What industry does Mason & Associates belong to?
Mason & Associates is in the industry of: Insurance
What is Mason & Associates competition?
Mason & Associates top competitors include: Senior Benefit Connections, Janka Financial, Erkel & Erkel, Cassidy
What technology does Mason & Associates use?
Some of the popular technologies that Mason & Associates uses are: WordPress.org, Drupal, PHP, F5 Silverline DDoS Protection
How do I contact Mason & Associates?
Mason & Associates contact info: Phone number: (323) 254-3072 Website: www.masonlifeplanning.com
What does Mason & Associates do?

Mason & Associates Inc. offers a range of financial services including life planning, investment management, wealth planning, and family office services. They focus on creating personalized strategies that help clients build, protect, and pass on their wealth while aligning with their values and legacy. The company caters to individuals, family-own... ed businesses, and entrepreneurs, providing comprehensive financial support tailored to their unique needs. Additionally, they emphasize sustainable investing through SRI/ESG options, aiming to deliver strong returns alongside positive social impact.Read More

What are Mason & Associates social media links?
Mason & Associates Linkedin page Mason & Associates Twitter page Mason & Associates Facebook page
Is Mason & Associates a public company?
Mason & Associates is private company therefore does not currently have an official ticker symbol
See more information about Mason & Associates

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