S.A. MASON, LLC
CRD #151440 SEC #801-70548 HOLLAND, MI 616-355-3500
SEC Registered
Total AUM
$636.1M
Discretionary
$327.4M
Employees
2
Clients
101
Accounts
805
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $636.1M | $327.4M | $308.8M | 2 | 0 |
| Mar 2024 | $573.9M | $276.6M | $297.3M | 2 | 0 |
| Mar 2023 | $454.3M | $235.3M | $218.9M | 2 | 0 |
| Mar 2022 | $544.4M | $267.1M | $277.2M | 2 | 0 |
| Jan 2022 | $479.9M | $225.4M | $254.5M | 2 | 0 |
| Dec 2021 | $479.9M | $225.4M | $254.5M | 2 | 0 |
| Mar 2021 | $479.9M | $225.4M | $254.5M | 2 | 0 |
| Jun 2020 | $470.6M | $190.6M | $280M | 2 | 0 |
| Feb 2020 | $470.6M | $190.6M | $280M | 2 | 0 |
| Mar 2019 | $380.1M | $154.2M | $225.9M | 2 | 0 |
| Nov 2018 | $391.4M | $158M | $233.4M | 2 | 1 |
| May 2018 | $391.4M | $158M | $233.4M | 2 | 1 |
| Mar 2018 | $391.4M | $158M | $233.4M | 2 | 1 |
| Mar 2017 | $377M | $143.3M | $233.7M | 2 | 115 |
| Mar 2016 | $348.8M | $136.9M | $211.8M | 2 | 26 |
| Jan 2015 | $376.8M | $135.8M | $241.1M | 2 | 26 |
| Jan 2015 | $311.1M | $105.6M | $205.5M | 2 | 26 |
| Mar 2014 | $311.1M | $105.6M | $205.5M | 2 | 26 |
| Jun 2013 | $214.8M | $71.5M | $143.3M | 2 | 26 |
| Mar 2013 | $214.8M | $71.5M | $143.3M | 1 | 26 |
| Mar 2012 | $169.8M | $54.4M | $115.5M | 1 | 26 |
| Mar 2011 | $178.3M | $47.1M | $131.2M | 5 | -- |
| Mar 2011 | $178.3M | $47.1M | $131.2M | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$636.1M
Discretionary$327.4M
Non-Disc.$308.8M
Employees2
Clients0
DateMar 2024
Total AUM$573.9M
Discretionary$276.6M
Non-Disc.$297.3M
Employees2
Clients0
DateMar 2023
Total AUM$454.3M
Discretionary$235.3M
Non-Disc.$218.9M
Employees2
Clients0
DateMar 2022
Total AUM$544.4M
Discretionary$267.1M
Non-Disc.$277.2M
Employees2
Clients0
DateJan 2022
Total AUM$479.9M
Discretionary$225.4M
Non-Disc.$254.5M
Employees2
Clients0
DateDec 2021
Total AUM$479.9M
Discretionary$225.4M
Non-Disc.$254.5M
Employees2
Clients0
DateMar 2021
Total AUM$479.9M
Discretionary$225.4M
Non-Disc.$254.5M
Employees2
Clients0
DateJun 2020
Total AUM$470.6M
Discretionary$190.6M
Non-Disc.$280M
Employees2
Clients0
DateFeb 2020
Total AUM$470.6M
Discretionary$190.6M
Non-Disc.$280M
Employees2
Clients0
DateMar 2019
Total AUM$380.1M
Discretionary$154.2M
Non-Disc.$225.9M
Employees2
Clients0
DateNov 2018
Total AUM$391.4M
Discretionary$158M
Non-Disc.$233.4M
Employees2
Clients1
DateMay 2018
Total AUM$391.4M
Discretionary$158M
Non-Disc.$233.4M
Employees2
Clients1
DateMar 2018
Total AUM$391.4M
Discretionary$158M
Non-Disc.$233.4M
Employees2
Clients1
DateMar 2017
Total AUM$377M
Discretionary$143.3M
Non-Disc.$233.7M
Employees2
Clients115
DateMar 2016
Total AUM$348.8M
Discretionary$136.9M
Non-Disc.$211.8M
Employees2
Clients26
DateJan 2015
Total AUM$376.8M
Discretionary$135.8M
Non-Disc.$241.1M
Employees2
Clients26
DateJan 2015
Total AUM$311.1M
Discretionary$105.6M
Non-Disc.$205.5M
Employees2
Clients26
DateMar 2014
Total AUM$311.1M
Discretionary$105.6M
Non-Disc.$205.5M
Employees2
Clients26
DateJun 2013
Total AUM$214.8M
Discretionary$71.5M
Non-Disc.$143.3M
Employees2
Clients26
DateMar 2013
Total AUM$214.8M
Discretionary$71.5M
Non-Disc.$143.3M
Employees1
Clients26
DateMar 2012
Total AUM$169.8M
Discretionary$54.4M
Non-Disc.$115.5M
Employees1
Clients26
DateMar 2011
Total AUM$178.3M
Discretionary$47.1M
Non-Disc.$131.2M
Employees5
Clients--
DateMar 2011
Total AUM$178.3M
Discretionary$47.1M
Non-Disc.$131.2M
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--