Mason William Francis (West Hills)

Mason William Francis is an internet adviser based in West Hills. It manages $3.3 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.

Mason William Francis provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mason William Francis: assets under management

The assets under management (AUM) of Mason William Francis is $3.3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $549.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mason William Francis for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Hills

The principal office where Mason William Francis performs its advisory services is located at 8124 Moorcroft Ave, West Hills, CA 91304 The mailing address of the firm is 8124 Moorcroft Avenue, West Hills, CA 91304. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-884-6497 or by fax 818-884-9527. The normal business hours are 8:00am to 1:30pm on Monday - Friday.

Mason William Francis (West Hills)

Mason William Francis: assets under management

Fees & Commissions

Based in West Hills

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