|
Mascoma Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 174907 |
| SEC # | 801-80982 |
| CIK # | 1695664 |
| AUM | $206.0 MM (85% Disc, 100% US) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 603-676-8813 |
| Address | 80 South Main Street Hanover, NH 03755 |
| Source |
IAPD
EDGAR
Website
|
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OSTK | 704.0 | 23.6 | |
| USMV | 18.4 | ||
| IUSG | 9.6 | ||
| SPSB | 9.5 | ||
| EFAV | 6.5 | ||
| IEFA | 6.2 | ||
| JPGB | 6.0 | ||
| VCSH | 5.7 | ||
| INTF | 4.5 | ||
| DGRO | 4.1 | ||
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Portfolio Capital Management Inc
✚
|
NC | 0.2 |
|
MNS Financial Management LLC
✚
|
FL | 0.2 |
|
Graham Bordelon Golson & Gilbert Inc
✚
|
LA | 0.2 |
|
American National Registered Investment Advisor Inc
✚
|
TX | 0.2 |
|
Miramar Capital LLC
✚
|
IL | 0.2 |
|
Summit Financial Advisors LLC
✚
|
CA | 0.2 |
|
Capital Investment Advisors Inc
✚
|
DC | 0.2 |
|
Insight Capital Research & Management Inc
✚
|
CA | 0.2 |
|
CSX Capital Management Inc
✚
|
FL | 0.2 |
|
LCM Capital Management Inc
✚
|
IL | 0.2 |