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MYSTIC ASSET MANAGEMENT
1287 Post Road
Warwick, Rhode Island 02888
Tel: 866-206-5272
About MYSTIC ASSET MANAGEMENT
MYSTIC ASSET MANAGEMENT, formally registered with the SEC as MYSTIC ASSET MANAGEMENT. The firm was established in 04/07/2014. They have over 1 offices throughout the country.
MYSTIC ASSET MANAGEMENT is a Warwick, Rhode Island based Financial Planning firm with nearly $333,685,267 assets under management, offering retirement planning & investment advisory services to 153 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170361 |
| SEC# | 801-79418 |
| Assets Managed by Firm | $333,685,267 |
| No. of Clients | 153 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (TRUST ACCOUNT MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 153 | $333,685,267 |
| Individuals (other than high net worth individuals) | 22 | $6,050,062 |
| High net worth individuals | 27 | $176,559,977 |
| Charitable organizations | 10 | $35,720,991 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 |
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