AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Julius Randall Mascagni

MASCAGNI WEALTH MANAGEMENT, INC.·CLINTON, Mississippi
Clean recordMASCAGNI WEALTH MANAGEMENT, INC.
205 E. MAIN STREET, CLINTON, MS 39056CRD# 1833071Firm CRD# 115046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julius Randall Mascagni · CLINTON, MS
Registration
CRD #1833071 · MASCAGNI WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julius Randall Mascagni 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

Speak with Julius

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julius is the right fit? Take our 2-minute quiz →

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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1833071
Firm CRD# 115046
View on FINRA BrokerCheck →

Looking for a financial advisor in CLINTON?

Browse all registered financial advisors in CLINTON, Mississippi or claim this profile if it's yours.

Browse CLINTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Julius Randall Mascagni offer?
Julius Randall Mascagni specializes in Financial Planning, Investment Management. Contact their office in CLINTON, Mississippi for a consultation.
What are Julius Randall Mascagni's credentials?
Julius Randall Mascagni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julius Randall Mascagni located?
Julius Randall Mascagni 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 Julius Randall Mascagni charge for services?
Julius Randall Mascagni'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MASCAGNI WEALTH MANAGEMENT, INC.

Matthew Patrick Brown
CLINTON, MS
Julie Kay Sanders
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
Request removal of this profile