RIA Intelligence

MYSTIC ASSET MANAGEMENT, INC.

Legal name: MYSTIC ASSET MANAGEMENT

CRD #170361 SEC #801-79418 WARWICK, RI 866-206-5272
SEC Registered
Total AUM
$529.3M
Discretionary
$514.4M
Employees
3
Clients
0
Accounts
329

AUM Over Time

DateOct 2025
Total AUM$529.3M
Discretionary$514.4M
Non-Disc.$14.9M
Employees3
Clients0
DateMay 2025
Total AUM$529.3M
Discretionary$514.4M
Non-Disc.$14.9M
Employees3
Clients0
DateMar 2025
Total AUM$529.3M
Discretionary$514.4M
Non-Disc.$14.9M
Employees3
Clients0
DateMar 2024
Total AUM$333.7M
Discretionary$321.2M
Non-Disc.$12.4M
Employees3
Clients0
DateMar 2023
Total AUM$287.8M
Discretionary$270.6M
Non-Disc.$17.1M
Employees3
Clients0
DateMar 2022
Total AUM$306.5M
Discretionary$297.6M
Non-Disc.$8.9M
Employees3
Clients0
DateMar 2021
Total AUM$266.8M
Discretionary$261.7M
Non-Disc.$5.1M
Employees3
Clients0
DateJun 2020
Total AUM$227.9M
Discretionary$223M
Non-Disc.$4.9M
Employees3
Clients0
DateMar 2020
Total AUM$227.9M
Discretionary$223M
Non-Disc.$4.9M
Employees3
Clients0
DateMar 2019
Total AUM$189.4M
Discretionary$181.9M
Non-Disc.$7.5M
Employees2
Clients0
DateMar 2018
Total AUM$240.2M
Discretionary$196.6M
Non-Disc.$43.7M
Employees2
Clients0
DateMar 2017
Total AUM$206.2M
Discretionary$169.4M
Non-Disc.$36.7M
Employees2
Clients26
DateJun 2016
Total AUM$174.5M
Discretionary$140.3M
Non-Disc.$34.2M
Employees2
Clients26
DateApr 2016
Total AUM$174.5M
Discretionary$140.3M
Non-Disc.$34.2M
Employees2
Clients26
DateMar 2016
Total AUM$174.5M
Discretionary$140.3M
Non-Disc.$34.2M
Employees2
Clients26
DateJul 2015
Total AUM$209.1M
Discretionary$174.5M
Non-Disc.$34.5M
Employees2
Clients26
DateMar 2015
Total AUM$209.1M
Discretionary$174.5M
Non-Disc.$34.5M
Employees2
Clients26
DateApr 2014
Total AUM$190.7M
Discretionary$156.1M
Non-Disc.$34.6M
Employees2
Clients26
DateMar 2014
Total AUM$190.7M
Discretionary$156.1M
Non-Disc.$34.6M
Employees2
Clients26