The Mustico Financial Group, Inc.
The Mustico Financial Group, Inc. is an SEC-registered mass-market adviser in Elmira, NY with $316.5M assets under management (AUM, regulatory AUM), +26% over one year. See who owns The Mustico Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125763, SEC 801-67939, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $316.5M (2026-01-20)
- Firm type
- Mass-Market Adviser
- Location
- Elmira, NY
- Employees
- 4
- Clients
- 460
- CRD
- 125763
- Ownership
- MUSTICO, MICHAEL, WILLIAM
How much AUM does The Mustico Financial Group, Inc. have?
The Mustico Financial Group, Inc. reported $316.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns The Mustico Financial Group, Inc.?
Disclosed owners and executives of The Mustico Financial Group, Inc. include MUSTICO, MICHAEL, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.