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 operating since 2015. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and discretionary portfolio management alongside pension consulting services. Its compensation is fee-based on a percentage of assets under management. Mascoma reports being an active ESG investor and lists an industry affiliation with a banking or thrift institution.
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 1AMANDA SPENCER
Chief Compliance and Operations OfficerCRD 7625406
Contacts
3 of 10JONATHAN 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 199Active vs passive
$462M in ETFs
73%
$336M
25%
$126M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $77.4M | 118,495 | 16.75% |
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
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