MISSION FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2021

Total AUM

$311M

Discretionary

$267M

86% of AUM

Avg account

$291K

Accounts

1,068

Employees

Advisory reps

Firm details

Headquarters: LAS VEGAS, Nevada
CRD number: 311876
Registered since: January 4, 2021
Website: www.missionfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI43.44%
Individuals39.1%
Pension & Profit Sharing Plans14.18%
Corporations / Businesses2.44%
Charitable Organizations0.84%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Mission Financial Group, LLC is an independent registered investment adviser organized as a limited liability partnership and SEC-registered in 2021. The firm is individually owned and serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Mission Financial Group also operates in broker/dealer and insurance brokerage capacities as a registered representative and insurance broker. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.