Mascoma Wealth Management
Firm details
- Headquarters
- Hanover, New Hampshire
- CRD number
- 174907
- Registered since
- February 19, 2015
- Website
- www.mascomabank.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.13%
- Individuals28.07%
- Charitable Organizations8.48%
- Corporations / Businesses5.5%
- State / Municipal Government2.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Mascoma Wealth Management is an independent registered investment adviser organized as an LLC and federally registered in 2015. The firm is owned by a domestic entity/individual and bills clients on a percentage-of-assets basis. Its client mix includes individuals and families as well as institutional relationships. Core advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm identifies as an active ESG investor and does not operate as a capital allocator.
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 Funds74%
- Exchange Traded Equities14%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Amanda Spencer
Chief Compliance and Operations OfficerCRD 7625406
Contacts
3 of 10
Jonathan Cottrell
Vice PresidentCRD 4141180
Matthew Dattilio
Senior Portfolio ManagerCRD 6143479
Madalyn Dow
AVPCRD 6696774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 208Active vs passive
$515M in ETFs
73%
$378M
24%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $91.3M | 121,926 | 17.73% |
Location
Hanover, NH
Grafton
Location
Hanover, NH
Headquartered in Hanover, NH, in the Northeast of the United States.
- Region
- Northeast
- County
- Grafton
- Address
- 80 S Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
The Lyme Timber Company LLC
RIAHanover, NH
Brendel Financial Advisors LLC
RIAHanover, NH
Michael D. Taxman Investment Management
RIAHanover, NH
JMH Wealth Management, LLC
RIAHanover, NH
Granite Value Capital, LLC
RIAHanover, NH
SJ Boyle Wealth Planning, LLC
RIAHanover, NH