MASCAGNI WEALTH MANAGEMENT, INC. of CLINTON, MS is an SEC-registered investment adviser (CRD 115046). Regulatory assets under management: $424.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Julius Randall Mascagni | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | — |
| Matthew Patrick Brown | VICE PRESIDENT OF FINANCIAL PLANNING | — |
| Julie Kay Sanders | VICE PRESIDENT OF CLIENT SERVICES AND OPERATIONS | — |
| MASCAGNI JULIUS RANDALL | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER (+3 more) | — |
| BROWN MATTHEW PATRICK | VICE PRESIDENT OF FINANCIAL PLANNING | — |
| SANDERS JULIE KAY | VICE PRESIDENT OF CLIENT ADMINISTRATIVE SERVICES; VICE PRESIDENT OF CLIENT SERVICES AND OPERATIONS | — |