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Home > Retirement Planners > mississippi > clinton > MASCAGNI WEALTH MANAGEMENT, INC.
MASCAGNI WEALTH MANAGEMENT, INC.
205 E. Main Street
Clinton, Mississippi 39056
Tel: 601-925-8099
About MASCAGNI WEALTH MANAGEMENT, INC.
MASCAGNI WEALTH MANAGEMENT, INC, formally registered with the SEC as MASCAGNI WEALTH MANAGEMENT, INC. The firm was established in 07/19/2017. They have over 1 offices throughout the country.
MASCAGNI WEALTH MANAGEMENT, INC. is a Clinton, Mississippi based Financial Planning firm with nearly $313,445,079 assets under management, offering retirement planning & investment advisory services to 1748 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115046 |
| SEC# | 801-110839 |
| Assets Managed by Firm | $313,445,079 |
| No. of Clients | 1748 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FINANCIAL CONSULTING ON TOPICS SUCH AS PERSONAL FINANCES, EDUCATION SAVINGS, DIVORCE PLANNING, ROLLOVER ANALYSIS, BUSINESS SUCCE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1748 | $313,445,079 |
| Individuals (other than high net worth individuals) | 546 | $128,055,666 |
| High net worth individuals | 91 | $173,095,523 |
| Charitable organizations | 5 | $6,641,655 |
| Corporations or other businesses | 15 | $5,652,235 |
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