Mason Road Wealth Advisors, L.L.C. is a large advisory firm based in Chesterfield. It manages $94.36 million of regulatory assets for 357 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois, Kansas, Missouri, and Texas.
Mason Road Wealth Advisors, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mason Road Wealth Advisors, L.L.C. is $94.36 million. The firm's AUM has grown by 188% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mason Road Wealth Advisors, L.L.C. for their services and products based on a percentage of assets under management. 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.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Mason Road Wealth Advisors, L.L.C is high net worth individuals with 17 clients and $37.7 million of assets under management. Among the 6 most similar advisory firms, Mason Road Wealth Advisors, L.L.C has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $94.36 million for 156 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mason Road Wealth Advisors, L.L.C doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mason Road Wealth Advisors, L.L.C. performs its advisory services is located at 424 S Woods Mill Road, Chesterfield, MO 63017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-590-0000 or by fax 314-576-9650. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at mrwallc.com.