Missions Services, LLC
RIASEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$420K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297612
- Website
- missions2i.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Missions Services, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management (AUM), performance-based fees, and other fee arrangements. While the firm does not actively engage in ESG investing, it maintains a straightforward approach to investment management without complex affiliations or classifications.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Zhaogang Qiao
Senior AssociateCRD 6968651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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