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Mystic Asset Management, Inc.

● SEC registered since 2014CRD 170361SEC# 801-79418Warwick, RI
Export (members)
Reg. AUM
$529.3M
Employees
3
Accounts
329
Location
Warwick, RI

Mystic Asset Management, Inc. assets under management

Mystic Asset Management, Inc. is an investment advisory firm registered with the SEC based in Warwick, RI. The firm has been registered since 2014. It reports $529.3 million in regulatory assets under management and employs 3 people.
www.mysticassetmanagement.comView on SEC.gov ↗

Mystic Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David William Allaire ControlVice President & Cfo50-75%2002
Sotirios Mike Pappas ControlPresident, Ceo & Cco50-75%2002

Frequently asked questions

How much does Mystic Asset Management, Inc. manage?

Mystic Asset Management, Inc. reports $529.3 million in regulatory assets under management on its Form ADV.

How many employees does Mystic Asset Management, Inc. have?

Mystic Asset Management, Inc. reports 3 employees.

Where is Mystic Asset Management, Inc. located?

Mystic Asset Management, Inc. is based in Warwick, RI and has been SEC-registered since 2014.

Does Mystic Asset Management, Inc. disclose fund performance?

Mystic Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1287 Post Road, Warwick, RI 02888
Phone860-495-3300
Fax401-421-1451
Office hours9:30 a.m. - 4:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1912460
Discloses disciplinary historyNo

Assets under management

Discretionary$514.4M
Non-discretionary$14.9M
Total (RAUM)$529.3M