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Mitchell Crocker

Mason & Associates, Inc.

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About Mitchell Crocker

Mitchell Crocker is an Investment Advisor Representative with Mason & Associates, Inc. in Los Angeles, CA. Mitchell is licensed to provide investment advice in California. Mitchell is active in the industry and has a strong track record of success. They have been in the industry since 2016. They are committed to providing clients with the highest quality of investment advice. They specialize in working with individuals, high net worth individuals, charitable organizations and pension and profit-sharing plans. Mitchell is an active member of the financial community. Their firm is a registered investment advisor.

Firm Information

Mitchell Crocker is currently registered with Mason & Associates, Inc.. Mason & Associates, Inc. is a Registered Investment Advisor based in LOS ANGELES, CA. The firm manages $631,260,155 in regulatory assets under management for 1,822 accounts. The firm's advisory services include financial planning, portfolio management for individuals, and selection of other advisors. Mason & Associates, Inc. primarily serves high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Mason & Associates, Inc.

7474 NORTH FIGUEROA STREET

LOS ANGELES, CA 90041

$631.26M

Assets Under Management

3

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Mitchell Crocker’s Registration & Firm History

CA

06/01/2023 - Present

Mason & Associates, Inc. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 06/01/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell Crocker.
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