DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > rhode island > warwick
MYSTIC ASSET MANAGEMENT
Tel: 866-206-5272
1287 Post Road Warwick, Rhode Island 02888
MYSTIC ASSET MANAGEMENT
MYSTIC ASSET MANAGEMENT is a Warwick, Rhode Island based financial advisory firm with nearly $333,685,267 in assets under management and provides investment advisory services for 153 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (TRUST ACCOUNT MANAGEMENT)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm CRD#:
170361
SEC#:
801-79418
No. of Clients:
153
Assets under Management
$333,685,267
No. of Advisors:
3
More Financial Advisory Firms in Warwick, Rhode Island
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIAM LLC | 133196 | 168 |
| PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | 143 |
| CITIZENS SECURITIES, INC. | 39550 | 418 |
| NAUTIC PARTNERS, LLC | 159822 | 70 |
| PARSONS CAPITAL MANAGEMENT INC | 106295 | 21 |
| UNISON | 155470 | 1 |
More Firms in Warwick, Rhode Island >>