Mission Investment Advisors LLC
RIASEC Registered
Total AUM
$160M
Discretionary
$160M
100% of AUM
Avg account
$160M
Accounts
1
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 329596
- Registered since
- September 17, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Mission Investment Advisors LLC is a small, SEC-registered institutional RIA organized as an LLC and registered in 2024. The firm serves institutional clients and its stated advisory activity is portfolio management for investment companies. It charges clients on a percentage-of-AUM basis. The firm does not describe itself as a capital allocator, is not listed as an active ESG investor, and is not set up as a multi-state or pension consulting adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sherman Wealth Management LLC
RIAGaithersburg, MD
AUM $160MTEAM 5REPS 3
Old Oak Financial Planning, Inc.
RIABrighton, MI
AUM $160MTEAM 2REPS 2
Clairmont Capital Group, LLC
RIALos Angeles, CA
AUM $160MTEAM 7REPS 3
Fifth Set Private Wealth Management LLC
RIAAUM $160MTEAM 3REPS 3
Fenix Trading
RIANew York, NY
AUM $160MTEAM 5REPS 2
M3 Wealth Management
RIANorth Royalton, OH
AUM $160MTEAM 3REPS 3