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Julie Kay Sanders

MASCAGNI WEALTH MANAGEMENT, INC.·CLINTON, Mississippi
Clean recordMASCAGNI WEALTH MANAGEMENT, INC.
205 E. MAIN STREET, CLINTON, MS 39056CRD# 2275001Firm CRD# 115046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Kay Sanders · CLINTON, MS
Registration
CRD #2275001 · MASCAGNI WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Kay Sanders is a registered financial advisor based in CLINTON, Mississippi, affiliated with MASCAGNI WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MASCAGNI WEALTH MANAGEMENT, INC.
MASCAGNI WEALTH MANAGEMENT, INC.
AUM
$313M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MASCAGNI WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2275001
Firm CRD# 115046
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Kay Sanders offer?
Julie Kay Sanders specializes in Financial Planning, Investment Management. Contact their office in CLINTON, Mississippi for a consultation.
What are Julie Kay Sanders's credentials?
Julie Kay Sanders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Kay Sanders located?
Julie Kay Sanders is based in CLINTON, Mississippi, working with MASCAGNI WEALTH MANAGEMENT, INC.. Their office serves clients in the CLINTON metropolitan area and surrounding communities.
How does Julie Kay Sanders charge for services?
Julie Kay Sanders's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASCAGNI WEALTH MANAGEMENT, INC.?
MASCAGNI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASCAGNI WEALTH MANAGEMENT, INC.

Julius Randall Mascagni
CLINTON, MS
Matthew Patrick Brown
CLINTON, MS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)TUPELO (6)FLOWOOD (5)MOSS POINT (4)STARKVILLE (4)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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