MASCAGNI WEALTH MANAGEMENT, INC.

CLINTON, Mississippi·3 registered advisors·CRD# 115046
SEC# 801-1108390601-925-8099
01

Firm Overview

AUM
$313M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MASCAGNI WEALTH MANAGEMENT, INC.

3 registered advisors
Julie Kay Sanders
CLINTON, Mississippi
Julius Randall Mascagni
CLINTON, Mississippi
Matthew Patrick Brown
CLINTON, Mississippi
05

Office Locations

CLINTON, Mississippi
3 advisors

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Data sourced from SEC Form ADV filings. MASCAGNI WEALTH MANAGEMENT, INC. (CRD# 115046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.