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MYSTIC ASSET MANAGEMENT
MYSTIC ASSET MANAGEMENT, INC.
CRD 170361 · SEC 801-79418
1287 POST ROAD, WARWICK, RI, 02888, United States
Phone
860-495-3300
Fax
401-421-1451
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$614.6M
Discretionary AUM
$603.7M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersTRUST ACCOUNT MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $21.0M |
| High net worth individuals | 68 | $398.6M |
| Charitable organizations | 13 | $47.7M |
States served
CA, MA, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD