MASCAGNI WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- CLINTON, Mississippi
- CRD number
- 115046
- Registered since
- July 19, 2017
- Website
- mascagniwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.45%
- Individuals36.09%
- Charitable Organizations2.61%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mascagni Wealth Management, Inc. is an independent, SEC-registered advisory firm that acts as a capital allocator for both individual/family and institutional clients. Registered with the SEC since 2017 and owned by an individual, the firm combines financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. It also operates as an insurance broker and maintains an affiliation with an insurance company. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
Contacts
3 of 4COLLIN MASCAGNI
Financial AnalystCRD 5975638
MATTHEW BROWN
Vice President, Financial PlanningCRD 2848369
JULIE SANDERS
Vice President, Client ServicesCRD 2275001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$127M in ETFs
63%
$79.8M
31%
$46.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CONVERTIBLE BOND ETF (ICVT) | BlackRock | Passive | Convertibles | $8.3M | 81,241 | 6.53% |
Location
CLINTON, MS
HINDS
Location
CLINTON, MS
Headquartered in CLINTON, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- HINDS
- Address
- 205 E Main St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
WEALTH MANAGEMENT, LLC
RIACLINTON, MS
BRICK STREET FINANCIAL
RIACLINTON, MS
LEGACY WEALTH MANAGEMENT, LLC
RIARIDGELAND, MS
TRINITY CAPITAL INVESTORS
RIAJACKSON, MS
RESOLUTE WEALTH STRATEGIES, LLC
RIAJACKSON, MS
LANGLEY WEALTH MANAGEMENT, LLC
RIACORINTH, MS