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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