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Home > Retirement Planners > new york > elmira > THE MUSTICO FINANCIAL GROUP, INC.
THE MUSTICO FINANCIAL GROUP, INC.
221 West Church St.
Elmira, New York 14901
Tel: 607-733-7935
About THE MUSTICO FINANCIAL GROUP, INC.
THE MUSTICO FINANCIAL GROUP, INC, formally registered with the SEC as THE MUSTICO FINANCIAL GROUP, INC. The firm was established in 05/29/2007. They have over 1 offices throughout the country.
THE MUSTICO FINANCIAL GROUP, INC. is a Elmira, New York based Financial Planning firm with nearly $252,042,000 assets under management, offering retirement planning & investment advisory services to 442 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125763 |
| SEC# | 801-67939 |
| Assets Managed by Firm | $252,042,000 |
| No. of Clients | 442 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (PORTFOLIO MONITORING AND CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 442 | $252,042,000 |
| Individuals (other than high net worth individuals) | 369 | $114,078,000 |
| High net worth individuals | 68 | $134,484,000 |
| Charitable organizations | Fewer than 5 clients | $2,114,000 |
| Corporations or other businesses | Fewer than 5 clients | $1,366,000 |
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