Mascagni Wealth Management

Mascagni Wealth Management (CRD# 115046) is a financial advisory firm headquartered in Clinton, MS. They manage $58,405,219 in 220 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $265,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MS, TX

Financial Advisors at Mascagni Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Matthew P. Brown
CRD#: 2848369
205 E. Main Street, Clinton, MS 39056
96
Wealthminder
score

Matthew Brown (CRD# 2848369) is an Investment Advisor Representative working at Mascagni Wealth Management in Clinton, MS and has over 19 years of experience in the finance industry. Matthew Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Collin M. Mascagni
CRD#: 5975638
205 E. Main Street, Clinton, MS 39056
90
Wealthminder
score

Collin Mascagni (CRD# 5975638) is an Investment Advisor Representative working at Mascagni Wealth Management in Clinton, MS and has over 4 years of experience in the finance industry.

3
Julius R. Mascagni
CRD#: 1833071
205 E. Main Street, Clinton, MS 39056
86
Wealthminder
score

Julius Mascagni (CRD# 1833071) is an Investment Advisor Representative working at Mascagni Wealth Management in Clinton, MS and has over 28 years of experience in the finance industry. Julius Mascagni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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