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| Happy Holidays!! thanks for using AUM13F!! |
| The Mustico Financial Group Inc
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| CRD # | 125763 |
| SEC # | 801-67939 |
| CIK # | 0002034361 |
| AUM | $252.0 M (2025-01-17) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 607-733-7935 |
| Address | 221 West Church St Elmira, NY 14901 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034361 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nucor Corp | 7.6 | ||
| iShares Bitcoin Trust | 1.9 | ||
| Corning Inc /NY | 1.7 | ||
| iShares Silver Trust | 1.6 | ||
| Flaherty & Crumrine Preferred & Income Opportunity Fund Inc | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Apple Inc | 0.6 | ||
| Oracle Corp | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Facebook Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 114.1 |
| (b) Individuals (high net worth individuals) | 68 | 134.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 252.0 |
| By Discretionary | ||
| Discretionary | 442 | 252.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 442 | 252.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.0 | |
| Total | 442 | 252.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002034361] |
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|---|---|---|
|
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TN | 0.3 |
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IL | 0.3 |
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Envision Financial LLC
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Carter Financial LLC
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CA | 0.3 |
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Garnett Advisors LLC
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TX | 0.3 |
|
Massachusetts Wealth Management LLC
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MA | 0.3 |
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JF Williams Co Inc
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CO | 0.3 |