Mascoma Wealth Management is an investment advisor in Hanover with $421.75 mm assets under management.
Company profile
Employees
Location
SEC CIK
IRS number
473031243
SEC advisor number
801-80982
FINRA CRD number
174907
AUM ?
$435.32 mm
(as of 8 Apr 24)
Accounts
1,432
(as of 8 Apr 24)
Employees
9
(8 investment advisory or research)
Address
Mascoma Wealth Management
80 SOUTH MAIN STREET STE 103
HANOVER
NH 03755
80 SOUTH MAIN STREET STE 103
HANOVER
NH 03755
Phone
6036768813
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22