THE MUSTICO FINANCIAL GROUP, INC.
CRD #125763 SEC #801-67939 ELMIRA, NY 607-733-7935
SEC Registered
Total AUM
$252M
Discretionary
$252M
Employees
4
Clients
0
Accounts
442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $252M | $252M | $0 | 4 | 0 |
| Jan 2024 | $216.6M | $216.6M | $0 | 4 | 0 |
| Jan 2023 | $193.7M | $193.7M | $0 | 4 | 0 |
| Jan 2022 | $213.9M | $213.9M | $0 | 4 | 0 |
| Jun 2021 | $190.8M | $190.8M | $0 | 3 | 0 |
| Mar 2021 | $190.8M | $190.8M | $0 | 3 | 0 |
| Jun 2020 | $160.4M | $160.4M | $0 | 3 | 0 |
| Jan 2020 | $160.4M | $160.4M | $0 | 3 | 0 |
| Jan 2019 | $127.9M | $127.9M | $0 | 3 | 0 |
| Jan 2018 | $133.1M | $133.1M | $0 | 2 | 0 |
| Jan 2017 | $117.5M | $117.5M | $0 | 2 | 300 |
| Jan 2016 | $112.4M | $112.4M | $0 | 2 | 300 |
| Jan 2015 | $118.4M | $118.4M | $0 | 2 | 300 |
| Jan 2014 | $115.3M | $115.3M | $0 | 2 | 300 |
| Jan 2013 | $111.6M | $111.6M | $0 | 2 | 300 |
| Jan 2012 | $102.1M | $102.1M | $0 | 1 | 300 |
| Mar 2011 | $105.2M | $105.2M | $0 | 5 | -- |
| Jan 2010 | $83M | $83M | $0 | 5 | -- |
| Feb 2008 | $86.7M | $86.7M | $0 | 5 | -- |
| May 2007 | $38.2M | $38.2M | $0 | 5 | -- |
DateJan 2025
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$190.8M
Discretionary$190.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$190.8M
Discretionary$190.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees2
Clients300
DateJan 2016
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees2
Clients300
DateJan 2015
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees2
Clients300
DateJan 2014
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees2
Clients300
DateJan 2013
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees2
Clients300
DateJan 2012
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees5
Clients--