MYSTIC ASSET MANAGEMENT, INC.

MYSTIC ASSET MANAGEMENT, INC. of WARWICK, RI is an SEC-registered investment adviser (CRD 170361). Regulatory assets under management: $614.6M.

Registration

• CRD: 170361
• SEC file number: 801-79418
• Type: Registered investment adviser
• Location: 1287 POST ROAD, WARWICK, RI, 02888
• Phone: 860-495-3300
• Latest filing: 2026-03-02
• Regulatory AUM: $614.6M
• Discretionary AUM: $603.7M
• Non-discretionary AUM: $10.9M
• Clients: 3
• Accounts: 371

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170361 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search