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Mason, L. Hardy (Shenandoah Junction)


Mason, L. Hardy is an adviser based in Shenandoah Junction. It manages $38.1 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of West Virginia.

Mason, L. Hardy provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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, L. Hardy: assets under management

The assets under management (AUM) of Mason, L. Hardy is $38.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.53 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mason, L. Hardy 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.

Based in Shenandoah Junction

The principal office where Mason, L. Hardy performs its advisory services is located at 446 Vista Lane, Shenandoah Junction, WV 25442 7007, 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 304-876-9268. The normal business hours are 9 am to 4 pm on Monday - Friday.


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