MASON & ASSOCIATES, INC.
CRD #141303 SEC #801-67068 LOS ANGELES, CA 323-254-3072
SEC Registered
Total AUM
$631.3M
Discretionary
$555.4M
Employees
7
Clients
--
Accounts
1,822
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $631.3M | $555.4M | $75.9M | 7 | 3 |
| Oct 2025 | $631.3M | $555.4M | $75.9M | 7 | 3 |
| Jun 2025 | $631.3M | $555.4M | $75.9M | 7 | 3 |
| Jun 2025 | $631.3M | $555.4M | $75.9M | 7 | 3 |
| Jan 2025 | $631.3M | $555.4M | $75.9M | 7 | 3 |
| Jan 2024 | $539.5M | $475M | $64.6M | 7 | 3 |
| Jan 2023 | $475.8M | $411.2M | $64.6M | 7 | 3 |
| Jan 2023 | $512.7M | $438.5M | $74.3M | 7 | 3 |
| Oct 2022 | $512.7M | $438.5M | $74.3M | 7 | 3 |
| Jan 2022 | $512.7M | $438.5M | $74.3M | 7 | 3 |
| Jul 2021 | $421.7M | $362.7M | $59M | 7 | 3 |
| Jan 2021 | $421.7M | $362.7M | $59M | 7 | 3 |
| Dec 2020 | $421.7M | $362.7M | $59M | 7 | 3 |
| Jul 2020 | $378.5M | $332.8M | $45.7M | 7 | 3 |
| Jun 2020 | $378.5M | $332.8M | $45.7M | 7 | 3 |
| Apr 2020 | $378.5M | $332.8M | $45.7M | 7 | 3 |
| Jan 2020 | $378.5M | $332.8M | $45.7M | 7 | 3 |
| Dec 2019 | $315.8M | $288.6M | $27.2M | 7 | 3 |
| Oct 2019 | $315.8M | $288.6M | $27.2M | 7 | 3 |
| Apr 2019 | $315.8M | $288.6M | $27.2M | 7 | 3 |
| Jan 2019 | $315.8M | $288.6M | $27.2M | 7 | 3 |
| Jan 2018 | $329.6M | $281.8M | $47.8M | 6 | 0 |
| Dec 2016 | $223.9M | $187.5M | $36.4M | 6 | 200 |
| Dec 2016 | $223.9M | $187.5M | $36.4M | 6 | 200 |
| Nov 2016 | $223.3M | $171.6M | $51.7M | 6 | 200 |
| Jul 2016 | $223.3M | $171.6M | $51.7M | 6 | 200 |
| Jun 2016 | $226.8M | $2M | $224.8M | 6 | 200 |
| Jun 2016 | $226.8M | $2M | $224.8M | 6 | 200 |
| May 2016 | $226.8M | $2M | $224.8M | 6 | 200 |
| May 2016 | $226.8M | $2M | $224.8M | 6 | 200 |
| Apr 2016 | $226.8M | $2M | $224.8M | 6 | 200 |
| Apr 2016 | $226.8M | $2M | $224.8M | 6 | 200 |
| Jan 2016 | $226.8M | $2M | $224.8M | 6 | 200 |
| Jul 2015 | $229.1M | $0 | $229.1M | 6 | 200 |
| Jan 2015 | $229.1M | $0 | $229.1M | 6 | 200 |
| Jun 2014 | $197.9M | $0 | $197.9M | 6 | 200 |
| Jan 2014 | $197.9M | $0 | $197.9M | 6 | 200 |
| Sep 2013 | $134.8M | $134.8M | $0 | 6 | 200 |
| Jan 2013 | $134.8M | $0 | $134.8M | 6 | 200 |
| Mar 2012 | $104M | $0 | $104M | 1 | 200 |
| Jan 2012 | $104M | $0 | $104M | 1 | 200 |
| Aug 2011 | $88M | $0 | $88M | 5 | -- |
| Aug 2011 | $88M | $0 | $88M | 5 | -- |
| Jan 2011 | $88M | $0 | $88M | 5 | -- |
| Dec 2010 | $88M | $0 | $88M | 5 | -- |
| Nov 2010 | $76.4M | $0 | $76.4M | 5 | -- |
| Jan 2008 | $55M | $0 | $55M | 5 | -- |
| Jan 2008 | $55M | $0 | $55M | 5 | -- |
| Feb 2007 | $55M | $0 | $55M | 5 | -- |
| Nov 2006 | $55M | $0 | $55M | 5 | -- |
DateNov 2025
Total AUM$631.3M
Discretionary$555.4M
Non-Disc.$75.9M
Employees7
Clients3
DateOct 2025
Total AUM$631.3M
Discretionary$555.4M
Non-Disc.$75.9M
Employees7
Clients3
DateJun 2025
Total AUM$631.3M
Discretionary$555.4M
Non-Disc.$75.9M
Employees7
Clients3
DateJun 2025
Total AUM$631.3M
Discretionary$555.4M
Non-Disc.$75.9M
Employees7
Clients3
DateJan 2025
Total AUM$631.3M
Discretionary$555.4M
Non-Disc.$75.9M
Employees7
Clients3
DateJan 2024
Total AUM$539.5M
Discretionary$475M
Non-Disc.$64.6M
Employees7
Clients3
DateJan 2023
Total AUM$475.8M
Discretionary$411.2M
Non-Disc.$64.6M
Employees7
Clients3
DateJan 2023
Total AUM$512.7M
Discretionary$438.5M
Non-Disc.$74.3M
Employees7
Clients3
DateOct 2022
Total AUM$512.7M
Discretionary$438.5M
Non-Disc.$74.3M
Employees7
Clients3
DateJan 2022
Total AUM$512.7M
Discretionary$438.5M
Non-Disc.$74.3M
Employees7
Clients3
DateJul 2021
Total AUM$421.7M
Discretionary$362.7M
Non-Disc.$59M
Employees7
Clients3
DateJan 2021
Total AUM$421.7M
Discretionary$362.7M
Non-Disc.$59M
Employees7
Clients3
DateDec 2020
Total AUM$421.7M
Discretionary$362.7M
Non-Disc.$59M
Employees7
Clients3
DateJul 2020
Total AUM$378.5M
Discretionary$332.8M
Non-Disc.$45.7M
Employees7
Clients3
DateJun 2020
Total AUM$378.5M
Discretionary$332.8M
Non-Disc.$45.7M
Employees7
Clients3
DateApr 2020
Total AUM$378.5M
Discretionary$332.8M
Non-Disc.$45.7M
Employees7
Clients3
DateJan 2020
Total AUM$378.5M
Discretionary$332.8M
Non-Disc.$45.7M
Employees7
Clients3
DateDec 2019
Total AUM$315.8M
Discretionary$288.6M
Non-Disc.$27.2M
Employees7
Clients3
DateOct 2019
Total AUM$315.8M
Discretionary$288.6M
Non-Disc.$27.2M
Employees7
Clients3
DateApr 2019
Total AUM$315.8M
Discretionary$288.6M
Non-Disc.$27.2M
Employees7
Clients3
DateJan 2019
Total AUM$315.8M
Discretionary$288.6M
Non-Disc.$27.2M
Employees7
Clients3
DateJan 2018
Total AUM$329.6M
Discretionary$281.8M
Non-Disc.$47.8M
Employees6
Clients0
DateDec 2016
Total AUM$223.9M
Discretionary$187.5M
Non-Disc.$36.4M
Employees6
Clients200
DateDec 2016
Total AUM$223.9M
Discretionary$187.5M
Non-Disc.$36.4M
Employees6
Clients200
DateNov 2016
Total AUM$223.3M
Discretionary$171.6M
Non-Disc.$51.7M
Employees6
Clients200
DateJul 2016
Total AUM$223.3M
Discretionary$171.6M
Non-Disc.$51.7M
Employees6
Clients200
DateJun 2016
Total AUM$226.8M
Discretionary$2M
Non-Disc.$224.8M
Employees6
Clients200
DateJun 2016
Total AUM$226.8M
Discretionary$2M
Non-Disc.$224.8M
Employees6
Clients200
DateMay 2016
Total AUM$226.8M
Discretionary$2M
Non-Disc.$224.8M
Employees6
Clients200
DateMay 2016
Total AUM$226.8M
Discretionary$2M
Non-Disc.$224.8M
Employees6
Clients200
DateApr 2016
Total AUM$226.8M
Discretionary$2M
Non-Disc.$224.8M
Employees6
Clients200
DateApr 2016
Total AUM$226.8M
Discretionary$2M
Non-Disc.$224.8M
Employees6
Clients200
DateJan 2016
Total AUM$226.8M
Discretionary$2M
Non-Disc.$224.8M
Employees6
Clients200
DateJul 2015
Total AUM$229.1M
Discretionary$0
Non-Disc.$229.1M
Employees6
Clients200
DateJan 2015
Total AUM$229.1M
Discretionary$0
Non-Disc.$229.1M
Employees6
Clients200
DateJun 2014
Total AUM$197.9M
Discretionary$0
Non-Disc.$197.9M
Employees6
Clients200
DateJan 2014
Total AUM$197.9M
Discretionary$0
Non-Disc.$197.9M
Employees6
Clients200
DateSep 2013
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees6
Clients200
DateJan 2013
Total AUM$134.8M
Discretionary$0
Non-Disc.$134.8M
Employees6
Clients200
DateMar 2012
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees1
Clients200
DateJan 2012
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees1
Clients200
DateAug 2011
Total AUM$88M
Discretionary$0
Non-Disc.$88M
Employees5
Clients--
DateAug 2011
Total AUM$88M
Discretionary$0
Non-Disc.$88M
Employees5
Clients--
DateJan 2011
Total AUM$88M
Discretionary$0
Non-Disc.$88M
Employees5
Clients--
DateDec 2010
Total AUM$88M
Discretionary$0
Non-Disc.$88M
Employees5
Clients--
DateNov 2010
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients--
DateJan 2008
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateJan 2008
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateFeb 2007
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateNov 2006
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--