CRD: 317589
Mason Westbridge Asset Management LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-2021
- Office Locations
- 1
Office Locations
About Mason Westbridge Asset Management LLC
Mason Westbridge Asset Management LLC is a state-registered RIA within Mason Westbridge Corp, delivering investment advisory and asset management for retail and institutional clients, with affiliated business consulting and insurance capabilities. The firm emphasizes a high-touch, global markets approach and portfolio construction, with portfolios commonly implemented using ETFs. Custody/clearing includes Charles Schwab.
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Owner & Executives
ARTURO FRANCISCO MOLINA CASAS
Director, MANAGING DIRECTOR
- CRD
- #6725590
- Ownership
- Less than 5%
CURTIS DANGELO PARKER
Chief Compliance Officer, Investment Advisor
- CRD
- #6424515
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $679,656,158 | 34.3% |
| Cash | $307,133,249 | 15.5% |
| Derivatives | $994,715,426 | 50.2% |
| Total | $1,981,504,833 | 100.0% |