M
$51.3M Total AUM
$51.3M Disc. AUM
-- 3Y CAGR
3 Employees
286 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2015
- Office Locations
- 1
Office Locations
300 E State Street STE 504 Redlands CA
About Mason Financial Services
Mason Financial Services (Ensen Mason) is a Redlands, CA CPA and financial advisor providing tax planning/prep, retirement planning, and holistic financial plans, often serving business owners and entrepreneurs. Investment management leans heavily on ETFs alongside mutual funds and fixed income/real estate exposure, with custody through Charles Schwab and planning via MoneyGuidePro.
Team overview
-- AVG AGE
$51.3M AVG AUM / ADVISOR
$179.4K AVG AUM / CLIENT
11.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Horizon Vital optima
Client Personas
Glacier vertex Delta
Custodian
Zenith Value Pioneer ridge
Investment Vehicles
Peak
Platform
Summit
Services
Matrix Frontier Optima Element timber Crest element Prime
Owner & Executives
ENSEN MASON
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4634786
- Ownership
- 75% or more
(765) 572-4594
vector.vital@northcapital.com
in linkedin.com/in/vector-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,320,265 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,320,265 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,320,265
Equity - Exchange:
34.3% Public Funds:
31.2% Equity - OTC:
16.9% Cash:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,869,690,750 | 34.3% |
| Public Funds | $1,700,709,954 | 31.2% |
| Equity - OTC | $921,217,892 | 16.9% |
| Cash | $959,374,845 | 17.6% |
| Total | $5,450,993,441 | 100.0% |