Mascagni Wealth Management, Inc.
Firm details
- Headquarters
- Clinton, Mississippi
- CRD number
- 115046
- Registered since
- July 19, 2017
- Website
- mascagniwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.45%
- Individuals36.09%
- Charitable Organizations2.61%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mascagni Wealth Management, Inc. is an independent, SEC-registered advisory corporation that has been operating since 2017. The firm is individually owned and functions as a capital allocator, working with both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of external advisers; it also operates in an insurance-broker capacity and lists an insurance company affiliation. The firm uses a mix of fee arrangements — percentage of AUM, hourly, and fixed fees — rather than a single billing model. Mascagni is not identified as an active ESG investor and does not report being a multistate adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities11%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Collin Mascagni
Financial AnalystCRD 5975638
Julius Mascagni
President & FounderCRD 1833071
Matthew Brown
Vice President, Financial PlanningCRD 2848369
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$144M in ETFs
63%
$91M
30%
$53M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CONVERTIBLE BOND ETF (ICVT) | BlackRock | Passive | Convertibles | $10M | 81,824 | 6.92% |
Location
Clinton, MS
Hinds
Location
Clinton, MS
Headquartered in Clinton, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Hinds
- Address
- 205 E Main St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Wealth Management, LLC
RIAClinton, MS
Brick Street Financial
RIAClinton, MS
Trinity Capital Investors
RIAJackson, MS
Legacy Wealth Management, LLC
RIARidgeland, MS
Resolute Wealth Strategies, LLC
RIAJackson, MS
Langley Wealth Management, LLC
RIACorinth, MS