MASCOMA WEALTH MANAGEMENT

80 South Main Street
Hanover, New Hampshire 03755
Tel: 603-676-8813

About MASCOMA WEALTH MANAGEMENT

MASCOMA WEALTH MANAGEMENT, formally registered with the SEC as MASCOMA WEALTH MANAGEMENT. The firm was established in 02/19/2015. They have over 3 offices throughout the country.

MASCOMA WEALTH MANAGEMENT is a Hanover, New Hampshire based Financial Planning firm with nearly $435,321,103 assets under management, offering retirement planning & investment advisory services to 1432 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174907
SEC#	801-80982
Assets Managed by Firm	$435,321,103
No. of Clients	1432
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1432	$435,321,103
Individuals (other than high net worth individuals)	555	$112,366,785
High net worth individuals	125	$259,498,603
Pension and profit sharing plans	3	$2,791,646
Charitable organizations	34	$38,076,673
Corporations or other businesses	8	$4,321,171

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PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
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