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MASCOMA WEALTH MANAGEMENT
HANOVER, NH
603-676-8813
SEC #801-80982Total AUM
$567.8M
Employees
12Clients
477Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
80 SOUTH MAIN STREET
SUITE 103
HANOVER
NH 03755
United States
SUITE 103
HANOVER
NH 03755
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Monday - Friday
Phone
603-676-8813
Other Offices
2
Financials
Total AUM
$567.8M
Accounts
1,185Discretionary
$536M
Accounts
1,100Non-Discretionary
$31.7M
Accounts
85
Clients
Individual Clients
300AUM
$159.4M
HNW Individual Clients
122AUM
$301.7M
Pension/Profit Sharing Plan Clients
2AUM
$3.2M
Charitable Organization Clients
29AUM
$48.2M
Government Entity Clients
5AUM
$14.8M
Corporation or Business Clients
8AUM
$31.2M
Other Clients
11AUM
$9.3M
Description of Other Clients
TRUST/ESTATE
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTFLMAMENCNHTXVT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.