Missionsquare Retirement
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 108783
- Registered since
- January 19, 1983
- Website
- www.missionsq.org
- Custodians
- VANTAGETRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Individuals82.12%
- Insurance Companies9%
- HNWI8.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Missionsquare Retirement is a corporate, non-independent retail RIA that serves both individual/family clients and institutional plans. The firm is registered with the SEC (registered in 1983) and charges fees based on a percentage of assets under management. Its advisory activity centers on portfolio management for individuals and small businesses as well as portfolio management for businesses or institutions. The firm’s snapshot indicates an owner-type listed as individual and shows no emphasis on ESG investing.
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
- Public Funds/Mutual Funds54%
- Private Funds46%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$540M in ETFs
65%
$352M
12%
$189M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $75.8M | 992,721 | 14.04% |
Location
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 777 N Capitol St Ne
- Time zone
- ET (UTC-5)
- Office locations
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