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Building 2THE MUSTICO FINANCIAL GROUP, INC.

Map pinELMIRA, NY
Phone607-733-7935
NotebookSEC #801-67939
Total AUM
$316.5M
Employees
4
Clients
462

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 WEST CHURCH ST.
ELMIRA
NY 14901
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
607-733-7935

ReceiptFinancials

Total AUM
$316.5M
Accounts
466
Discretionary
$310.8M
Accounts
464
Non-Discretionary
$5.7M
Accounts
2

ContactClients

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Individual Clients
391
AUM
$163.7M
HNW Individual Clients
69
AUM
$150.9M
Charitable Organization Clients
1
AUM
$452K
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MONITORING AND CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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