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MASCAGNI WEALTH MANAGEMENT, INC.
CLINTON, MS
601-925-8099
SEC #801-110839Total AUM
$424.5M
Employees
6Clients
736Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
205 E. MAIN STREET
CLINTON
MS 39056
United States
CLINTON
MS 39056
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
601-925-8099
Financials
Total AUM
$424.5M
Accounts
1,948Discretionary
$424.5M
Accounts
1,948Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
598AUM
$153.2M
HNW Individual Clients
113AUM
$256.6M
Charitable Organization Clients
6AUM
$11.1M
Corporation or Business Clients
19AUM
$3.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING ON TOPICS SUCH AS PERSONAL FINANCES, EDUCATION SAVINGS, DIVORCE PLANNING, ROLLOVER ANALYSIS, BUSINESS SUCCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LAMSTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.