The Musuneggi Financial Group, Llc
- Regulatory AUM
- $146M
- Discretionary
- $146M
- Clients
- 795
- Avg AUM / client
- $183K
- Accounts
- 795
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 648 | $35.9M | 24.7% |
| High net worth individuals | 129 | $87.4M | 60.1% |
| Pension and profit sharing plans | 13 | $19.4M | 13.3% |
| Charitable organizations | 3 | $2.7M | 1.88% |
| Corporations and other businesses | 2 | $59.3K | 0.04% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christine Emily Musuneggi | Registered representative | Mar 2025 (1y) | ||
| Christopher Sean Musuneggi | Registered representative | Mar 2025 (1y) | ||
| Mary Grace Musuneggi | Registered representative | Chartered Financial Consultant | Mar 2025 (1y) | |
| Ean Matthew Livingood | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Dunham & Associates Investment Counsel, Inc. $73.9M (51% of AUM) Mar 2026
- Assetmark Brokerage, Llc $71.5M (49% of AUM) Mar 2026
- Asset Mark $49.1M (41% of AUM) Jan 2026
- Capital Group $7.5M (6% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗