MYSTIC ASSET MANAGEMENT is a Warwick, Rhode Island based financial advisory firm with nearly $306,464,775 in assets under management and provides investment advisory services for 134 clients. There are currently 3 financial advisors at the firm.
General Information |
Firm CRD#: | 170361 | |
SEC#: | 801-79418 | |
Assets under Management: | $306,464,775 | |
No. of Clients: | 134 | |
No. of Advisors: | 3 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors | |
Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
PARSONS CAPITAL MANAGEMENT INC | 106295 | 801-45209 | 1690 | 19 | $1,859,565,019 |
FIRST FINANCIAL ADVISORY SERVICES INC | 105031 | 801-20623 | 1253 | 6 | $244,662,912 |
SOWA FINANCIAL GROUP | 107646 | 801-43008 | 1233 | 5 | $369,604,014 |
NEWMAN DIGNAN & SHEERAR, INC | 107565 | 801-41412 | 1119 | 8 | $606,286,541 |
SK WEALTH MANAGEMENT, LLC | 109114 | 801-56304 | 1009 | 6 | $433,145,184 |
REX CAPITAL ADVISORS, LLC | 123796 | 801-61630 | 872 | 11 | $1,252,646,454 |
FORBES FINANCIAL PLANNING, INC. | 143912 | 801-117958 | 800 | 2 | $165,579,825 |
ENDURANCE WEALTH MANAGEMENT, INC. | 148129 | 801-70077 | 766 | 10 | $1,203,964,021 |
FINANCIAL INDEPENDENCE, LLC | 150515 | 801-120254 | 667 | 7 | $209,888,433 |
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. | 142531 | 801-113706 | 647 | 5 | $1,014,384,154 |
D & P INVESTMENT ADVISORS, LTD. | 119631 | 801-124798 | 553 | 1 | $126,201,394 |
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | 127748 | 801-110214 | 466 | 3 | $176,911,423 |
HALL CAPITAL MANAGEMENT COMPANY, INC. | 108141 | 801-54286 | 455 | 8 | $362,493,232 |
BLUE FIN CAPITAL, INC. | 108451 | 801-56127 | 317 | 4 | $402,991,928 |
NAPATREE CAPITAL LLC | 292776 | 801-120842 | 264 | 4 | $162,707,200 |
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC | 109013 | 801-56822 | 238 | 3 | $126,015,288 |