Overview
Assets Under Management: $252 million
Headquarters: ELMIRA, NY
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
THE MUSTICO FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125763), THE MUSTICO FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
THE MUSTICO FINANCIAL GROUP, INC. is headquartered in ELMIRA, NY.
THE MUSTICO FINANCIAL GROUP, INC. serves 68 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, THE MUSTICO FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
THE MUSTICO FINANCIAL GROUP, INC. manages $252 million in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, THE MUSTICO FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 442
Discretionary Accounts: 442
Regulatory Filings
CRD Number: 125763
Last Filing Date: 2025-01-17 00:00:00
Website: https://musticofinancial.com