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The Mustico Financial Group, Inc.

● SEC registered since 2007CRD 125763SEC# 801-67939Elmira, NY
Export (members)
Reg. AUM
$316.5M
Employees
4
Accounts
466
Location
Elmira, NY

The Mustico Financial Group, Inc. assets under management

The Mustico Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Elmira, NY. The firm has been registered since 2007. It reports $316.5 million in regulatory assets under management and employs 4 people.
www.musticofinancial.comView on SEC.gov ↗

The Mustico Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael William Mustico ControlPresident / Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does The Mustico Financial Group, Inc. manage?

The Mustico Financial Group, Inc. reports $316.5 million in regulatory assets under management on its Form ADV.

How many employees does The Mustico Financial Group, Inc. have?

The Mustico Financial Group, Inc. reports 4 employees.

Where is The Mustico Financial Group, Inc. located?

The Mustico Financial Group, Inc. is based in Elmira, NY and has been SEC-registered since 2007.

Does The Mustico Financial Group, Inc. disclose fund performance?

The Mustico Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address221 West Church St., Elmira, NY 14901
Phone607-733-7935
Fax607-271-9736
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$310.8M
Non-discretionary$5.7M
Total (RAUM)$316.5M