MASH FINANCIAL PLANNING

MASH FINANCIAL PLANNING of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 300937). Regulatory assets under management: $13.9M.

Registration

• CRD: 300937
• Type: Registered investment adviser
• Location: 8833 PERIMETER PARK BLVD, JACKSONVILLE, FL, 32216
• Phone: 904-449-7600
• Latest filing: 2026-06-30
• Regulatory AUM: $13.9M
• Discretionary AUM: $13.9M
• Clients: 3
• Accounts: 147

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300937 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search