FIRST MASON FINANCIAL, LLC
CRD #145025 SEC #801-72315 MEDINA, OH 330-722-5777
SEC Registered
Total AUM
$155M
Discretionary
$155M
Employees
3
Clients
251
Accounts
792
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $155M | $155M | $0 | 3 | 3 |
| Mar 2024 | $139.9M | $139.9M | $0 | 3 | 4 |
| Mar 2023 | $148.1M | $148.1M | $0 | 3 | 4 |
| Mar 2022 | $134.7M | $134.7M | $0 | 3 | 4 |
| Jan 2022 | $107.8M | $107.8M | $0 | 2 | 5 |
| Nov 2021 | $107.8M | $107.8M | $0 | 2 | 5 |
| Mar 2021 | $107.8M | $107.8M | $0 | 2 | 5 |
| Jun 2020 | $93.1M | $0 | $93.1M | 2 | 6 |
| Jun 2020 | $93.1M | $0 | $93.1M | 2 | 6 |
| Jun 2020 | $93.1M | $0 | $93.1M | 2 | 6 |
| Mar 2020 | $93.1M | $0 | $93.1M | 2 | 6 |
| Apr 2019 | $441M | $0 | $441M | 2 | 0 |
| Apr 2018 | $397M | $0 | $397M | 1 | 0 |
| May 2017 | $336M | $0 | $336M | 1 | 200 |
| Mar 2016 | $281.9M | $0 | $281.9M | 1 | 200 |
| Sep 2015 | $169M | $0 | $169M | 1 | 200 |
| Apr 2015 | $169M | $0 | $169M | 1 | 200 |
| Mar 2014 | $154.8M | $0 | $154.8M | 1 | 200 |
| Feb 2013 | $127M | $0 | $127M | 1 | 26 |
| Mar 2012 | $107M | $0 | $107M | 1 | 26 |
| Jan 2012 | $104M | $0 | $104M | 1 | 26 |
| Apr 2011 | $100M | $0 | $100M | 5 | -- |
DateMar 2025
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees3
Clients3
DateMar 2024
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees3
Clients4
DateMar 2023
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees3
Clients4
DateMar 2022
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees3
Clients4
DateJan 2022
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees2
Clients5
DateNov 2021
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees2
Clients5
DateMar 2021
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees2
Clients5
DateJun 2020
Total AUM$93.1M
Discretionary$0
Non-Disc.$93.1M
Employees2
Clients6
DateJun 2020
Total AUM$93.1M
Discretionary$0
Non-Disc.$93.1M
Employees2
Clients6
DateJun 2020
Total AUM$93.1M
Discretionary$0
Non-Disc.$93.1M
Employees2
Clients6
DateMar 2020
Total AUM$93.1M
Discretionary$0
Non-Disc.$93.1M
Employees2
Clients6
DateApr 2019
Total AUM$441M
Discretionary$0
Non-Disc.$441M
Employees2
Clients0
DateApr 2018
Total AUM$397M
Discretionary$0
Non-Disc.$397M
Employees1
Clients0
DateMay 2017
Total AUM$336M
Discretionary$0
Non-Disc.$336M
Employees1
Clients200
DateMar 2016
Total AUM$281.9M
Discretionary$0
Non-Disc.$281.9M
Employees1
Clients200
DateSep 2015
Total AUM$169M
Discretionary$0
Non-Disc.$169M
Employees1
Clients200
DateApr 2015
Total AUM$169M
Discretionary$0
Non-Disc.$169M
Employees1
Clients200
DateMar 2014
Total AUM$154.8M
Discretionary$0
Non-Disc.$154.8M
Employees1
Clients200
DateFeb 2013
Total AUM$127M
Discretionary$0
Non-Disc.$127M
Employees1
Clients26
DateMar 2012
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees1
Clients26
DateJan 2012
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees1
Clients26
DateApr 2011
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--