Paul Marascalco Registered Investment Advisor

RIASEC Registered
Total AUM
$8.2M
Discretionary
$8.2M
100% of AUM
Avg account
$342K
Accounts
24
Employees
1
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
198512
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals59.42%
  • HNWI40.58%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Paul Marascalco Registered Investment Advisor is a sole-proprietorship independent RIA owned and operated by Paul Marascalco. The firm focuses on individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The advisor does not position itself as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Non-Investment Grade Corp Bonds 11%, Investment Grade Corp Bonds 10%, US Government Bonds 5%, Cash & Cash Equivalents 3%, Exchange Traded Equities 1%70%
  • Public Funds/Mutual Funds70%
  • Non-Investment Grade Corp Bonds11%
  • Investment Grade Corp Bonds10%
  • US Government Bonds5%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Paul Marascalco

    Paul Marascalco

    Registered Investment AdvisorCRD 2402569

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
7047 E Greenway Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth