Overview
Assets Under Management: $252 million
Headquarters: ELMIRA, NY
High-Net-Worth Clients: 68
Average Client Assets: $2 million
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