Mastrapasqua Asset Management, Inc.

Mastrapasqua Asset Management, Inc. (CRD# 107560) is a financial advisory firm headquartered in Nashville, TN. They manage $475,607,404 in 381 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    476
    MILLION
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $1,248,313
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.

AZ, CA, CT, FL, HI, MN, MO, NC, NE, 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
814 Church Street Ste 600, Nashville, TN 37203
96
Wealthminder
score

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

2
Patrick A. Snell
CRD#: 1982129
814 Church Street Ste 600, Nashville, TN 37203
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
814 Church Street Ste 600, Nashville, TN 37203
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
814 Church Street, Nashville, TN 37203
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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