Overview
Assets Under Management: $366 million
Headquarters: CLINTON, MS
High-Net-Worth Clients: 104
Average Client Assets: $2 million
Frequently Asked Questions
MASCAGNI WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115046), MASCAGNI WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MASCAGNI WEALTH MANAGEMENT, INC. is headquartered in CLINTON, MS.
MASCAGNI WEALTH MANAGEMENT, INC. serves 104 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, MASCAGNI WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MASCAGNI WEALTH MANAGEMENT, INC. manages $366 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, MASCAGNI WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,847
Discretionary Accounts: 1,847
Regulatory Filings
CRD Number: 115046
Filing ID: 1958470
Last Filing Date: 2025-03-27 08:57:00
Website: https://mascagni.com