Mission Retirement Consulting, Inc.

RIASEC Registered
Total AUM
$5.1M
Discretionary
$0
0% of AUM
Avg account
$425K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
305259
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mission Retirement Consulting, Inc. is organized as an institutional RIA that positions itself as a capital allocator serving an institutional client base. Its advisory scope emphasizes pension consulting-related activities, the selection of external advisers, and educational seminars or workshops. The firm offers fee arrangements that include a percentage-of-assets component as well as hourly and fixed-fee engagements. The dataset identifies the firm as owner-operated (individual owner) and notes that it is not an active ESG investor. Although pension consulting services are listed among its advisory activities, the firm is not flagged in the snapshot as a pension consultant; the profile therefore reads as a boutique institutional adviser that works with plan sponsors and other institutional clients on adviser selection and governance support rather than acting as a large-scale discretionary pension manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Jason Brady

    Jason Brady

    PresidentCRD 5671031

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth