Mustard Acquisition Sub, LLC is a large advisory firm based in Buffalo. It manages $1.19 billion of regulatory assets for 1,188 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Florida, Massachusetts, and 6 other states.
Mustard Acquisition Sub provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mustard Acquisition Sub, LLC is $1.19 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mustard Acquisition Sub, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Martin K Birmingham has been acting as President since 1 Jan 2016. Bruce Brian Kaz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Mustard Acquisition Sub, LLC performs its advisory services is located at 1114 Delaware Avenue, Buffalo, NY 14209, which is also the mailing address of the firm. An additional office of the firm is in Jamestown, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 716-883-9595 or by fax 716-883-8048. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at couriercapital.com.