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| Keyboard |
| The Musuneggi Financial Group LLC
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|---|---|
| CRD # | 334574 |
| SEC # | 801-132243 |
| CIK # | |
| AUM | 145.5 M (2026-03-23) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 412-341-2888 |
| Address | 4600 J Barry Court Canonsburg, PA 15317 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 648 | 35.9 |
| (b) Individuals (high net worth individuals) | 129 | 87.4 |
| (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 | 13 | 19.4 |
| (h) Charitable organizations | 3 | 2.7 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 795 | 145.5 |
| By Discretionary | ||
| Discretionary | 795 | 145.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 795 | 145.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.5 | |
| Total | 795 | 145.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Stewardship Center Inc
✚
|
145.9 M | |
|
KI Capital Wealth Management US LLC
✚
|
FL | 145.9 M |
|
Bluewater Wealth Advisors LLC
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|
AL | 145.8 M |
|
Blueprint Wealth Management LLC
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|
FL | 145.7 M |
|
Summit Hill Wealth Management LLC
✚
|
CO | 145.7 M |
|
The SHER Wealth Management Group Inc
✚
|
MA | 145.6 M |
|
October Effect Ltd
✚
|
VA | 145.6 M |
|
Spyrnal Wealth Management LLC
✚
|
FL | 145.5 M |
|
Kaleel Investment Advisors LLC
✚
|
MA | 145.4 M |
|
IGW Advisory Investment Management LLC
✚
|
145.1 M |