THE MUSTICO FINANCIAL GROUP, INC.

THE MUSTICO FINANCIAL GROUP, INC. of ELMIRA, NY is an SEC-registered investment adviser (CRD 125763). Regulatory assets under management: $316.5M.

Registration

• CRD: 125763
• SEC file number: 801-67939
• Type: Registered investment adviser
• Location: 221 WEST CHURCH ST., ELMIRA, NY, 14901
• Phone: 607-733-7935
• Latest filing: 2026-01-20
• Regulatory AUM: $316.5M
• Discretionary AUM: $310.8M
• Non-discretionary AUM: $5.7M
• Clients: 4
• Accounts: 466

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125763 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search