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MUSSETT WEALTH MANAGEMENT, LLC
579 North Greenbush Road
Rensselaer, New York 12144
Tel: 518-328-8104
About MUSSETT WEALTH MANAGEMENT, LLC
MUSSETT WEALTH MANAGEMENT, LLC, formally registered with the SEC as MUSSETT WEALTH MANAGEMENT, LLC. The firm was established in 01/27/2017. They have over 1 offices throughout the country.
MUSSETT WEALTH MANAGEMENT, LLC is a Rensselaer, New York based Financial Planning firm with nearly $91,967,639 assets under management, offering retirement planning & investment advisory services to 334 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158463 |
| SEC# | 801-109015 |
| Assets Managed by Firm | $91,967,639 |
| No. of Clients | 334 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 334 | $91,967,639 |
| Individuals (other than high net worth individuals) | 66 | $18,002,307 |
| High net worth individuals | 31 | $44,955,603 |
| Pension and profit sharing plans | 6 | $27,657,485 |
| Charitable organizations | 2 | $1,352,244 |
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