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Building 2MYSTIC ASSET MANAGEMENT

Map pinWARWICK, RI
Phone860-495-3300
NotebookSEC #801-79418
Total AUM
$614.6M
Employees
3
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1287 POST ROAD
WARWICK
RI 02888
United States
Operating Hours
9:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
860-495-3300
Other Offices
1

ReceiptFinancials

Total AUM
$614.6M
Accounts
371
Discretionary
$603.7M
Accounts
369
Non-Discretionary
$10.9M
Accounts
2

ContactClients

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Individual Clients
63
AUM
$21M
HNW Individual Clients
68
AUM
$398.6M
Banking Clients
1
AUM
$147.2M
Charitable Organization Clients
13
AUM
$47.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TRUST ACCOUNT MANAGEMENT
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHRITX

HandshakeAffiliates

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

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