The Mustico Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$252,042,000
Total clients
437
16% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
146
Average account size
$576,755
Client services
Financial planning
Portfolio management
Portfolio monitoring and consulting
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
The Mustico Financial Group, Inc.
221 West Church St.
Elmira NY 14901, United States
Number of offices
1
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