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Ensen Mason

Mason Financial Services

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About Ensen Mason

Ensen Mason is a registered investment advisor representative in California. Ensen Mason is affiliated with Mason Financial Services. Ensen Mason has been in the securities industry since 2003. The firm has reported that they have 66 clients, including 10 high-net-worth individuals. The firm manages $40,088,320 in client assets, all of which are discretionary. They also provide financial planning and portfolio management services to individuals.

Firm Information

Ensen Mason is currently registered with Mason Financial Services. Mason Financial Services is an investment advisor registered with the state of Indiana. They manage approximately $40 million in assets for 66 clients, primarily individuals. The firm offers financial planning and portfolio management services for individuals.

$40.09M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ensen Mason’s Registration & Firm History

CA

04/10/2015 - Present

Mason Financial Services (REDLANDS CA)

CA

12/12/2006 - 02/03/2012

LPL FINANCIAL LLC (HESPERIA CA)

CA

06/27/2003 - 12/14/2006

GENWORTH FINANCIAL SECURITIES CORPORATION (HESPERIA CA)

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Licenses & Designations

IA

Issued 06/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ensen Mason.
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