Overview
Assets Under Management: $366 million
Headquarters: CLINTON, MS
High-Net-Worth Clients: 4
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.96
Average High-Net-Worth Client Assets: $35 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