Mascagni Wealth Management, Inc. is a large advisory firm based in Clinton. It manages $155.68 million of regulatory assets for 1,099 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Louisiana, Mississippi, and Texas.
Mascagni Wealth Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and financial consulting on topics such as personal finances, education savings, divorce planning, rollover analysis, business succe. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mascagni Wealth Management, Inc. is $155.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mascagni Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Mascagni Wealth Management is individuals with 378 clients and $82.45 million of assets under management. Among the 10 most similar advisory firms, Mascagni Wealth Management has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $151.46 million for 428 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mascagni Wealth Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mascagni Wealth Management, Inc. performs its advisory services is located at 205 E. Main Street, Clinton, MS 39056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 601-925-8099 or by fax 601-925-8066. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at mascagniwealth.com.