Mastrapasqua Asset Management, Inc.

Mastrapasqua Asset Management, Inc. (CRD# 107560) is a financial advisory firm headquartered in Nashville, TN. They manage $495,939,924 in 384 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    496
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $1,291,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL, AZ, CA, CT, FL, KS, MA, MT, NC, NE, NJ, NM, NY, OH, TN, TX, WI

Financial Advisors at Mastrapasqua Asset Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Claude K. Koontz
CRD#: 2775010
200 Concord Plaza, Ste 500, San Antonio, TX 78216
96
Wealthminder
score

Claude Koontz (CRD# 2775010) is an Investment Advisor Representative working at Mastrapasqua Asset Management, Inc. in San Antonio, TX and has over 21 years of experience in the finance industry.

2
Patrick A. Snell
CRD#: 1982129
104 Woodmont Blvd, Suite 320, Nashville, TN 37205
96
Wealthminder
score

Patrick Snell (CRD# 1982129) is an Investment Advisor Representative working at Mastrapasqua Asset Management, Inc. in Nashville, TN and has over 20 years of experience in the finance industry.

3
Donald A. Keeney
CRD#: 4858426
104 Woodmont Blvd, Suite 320, Nashville, TN 37205
90
Wealthminder
score

Donald Keeney (CRD# 4858426) is an Investment Advisor Representative working at Mastrapasqua Asset Management, Inc. in Nashville, TN and has 1 year of experience in the finance industry. Donald Keeney 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.

4
Frank N. Mastrapasqua
CRD#: 1048619
104 Woodmont Blvd, Suite 320, Nashville, TN 37205
83
Wealthminder
score

Frank Mastrapasqua (CRD# 1048619) is an Investment Advisor Representative working at Mastrapasqua Asset Management, Inc. in Nashville, TN and has over 25 years of experience in the finance industry.

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