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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MASON, DANIEL, JEROME | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (5)
FL KY OH TX VA
Address
33 PUBLIC SQUAREMEDINA, OH 44256
United States
Phone: 330-722-5777