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Anthony Mascherino

16 Years of Experience
King of Prussia, PA
1 Disclosure

Anthony Mascherino is a registered investment advisor at Altitude Capital Management LLC, based in King of Prussia, PA, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 488 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
488 clients
Average Client Portfolio
$212K average
Assets Under Management
$103.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees are a maximum of 2.0%, charged monthly in arrears based on market value. Altitude Capital Management has sole discretion to negotiate lower fees or waive them.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

630 Freedom Business Center Drive, King of Prussia, PA, 19406

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History

Regulatory History (1)
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Financial
July 2025
Pending
Employment History
Current Registrations
Altitude Capital Management LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Allstate Financial Services, LLCBroker
April 2022 - December 2023 · 1 yr 8 mos
Thrive Capital Management, LLC
May 2018 - July 2019 · 1 yr 2 mos
State Farm Vp Management CORP.Broker
October 2015 - December 2015 · 2 mos
Park Avenue Securities LLCBroker
August 2010 - May 2015 · 4 yrs 9 mos
Vanguard Marketing CorporationBroker
November 2000 - July 2008 · 7 yrs 8 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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