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MASH FINANCIAL PLANNING
MASH FINANCIAL PLANNING PLLC
CRD 300937
12574 FLAGLER CENTER BLVD STE 101, JACKSONVILLE, FL, 32258, United States
Phone
904-449-7600
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.9M
Discretionary AUM
$13.9M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $6.6M |
| High net worth individuals | 3 | $5.3M |
| Pension/profit sharing plans | 1 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD