← Back to searchVisit website
THE MUSTICO FINANCIAL GROUP, INC.
CRD 125763 · SEC 801-67939
221 WEST CHURCH ST., ELMIRA, NY, 14901, United States
Phone
607-733-7935
Fax
607-271-9736
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$316.5M
Discretionary AUM
$310.8M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PORTFOLIO MONITORING AND CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 391 | $163.7M |
| High net worth individuals | 69 | $150.9M |
States served
NY, PA, FL
All web addresses on file
Official SEC filing: View on IAPD