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Mascagni Wealth Management, Inc.

● SEC registered since 2017CRD 115046SEC# 801-110839Clinton, MS
Export (members)
Reg. AUM
$365.5M
Employees
6
Accounts
1,847
Location
Clinton, MS

Mascagni Wealth Management, Inc. assets under management

Mascagni Wealth Management, Inc. operates as an SEC-registered investment adviser based in Clinton, MS. The firm has been registered since 2017. It reports $365.5 million in regulatory assets under management and employs 6 people.
www.mascagniwealth.comView on SEC.gov ↗

Mascagni Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Julie Kay SandersVice President Of Client Services And OperationsUnder 5%2010
Julius Randall Mascagni ControlPresident, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations OfficerOver 75%1990
Matthew Patrick BrownVice President Of Financial PlanningUnder 5%2010

Frequently asked questions

How much does Mascagni Wealth Management, Inc. manage?

Mascagni Wealth Management, Inc. reports $365.5 million in regulatory assets under management on its Form ADV.

How many employees does Mascagni Wealth Management, Inc. have?

Mascagni Wealth Management, Inc. reports 6 employees.

Where is Mascagni Wealth Management, Inc. located?

Mascagni Wealth Management, Inc. is based in Clinton, MS and has been SEC-registered since 2017.

Does Mascagni Wealth Management, Inc. disclose fund performance?

Mascagni Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address205 E. Main Street, Clinton, MS 39056
Phone601-925-8099
Fax601-925-8066
Office hours8:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$365.5M
Non-discretionary$0
Total (RAUM)$365.5M