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Building 2MISSION FINANCIAL GROUP, LLC

Map pinLAS VEGAS, NV
Phone808-445-9965
NotebookSEC #801-120042
Total AUM
$310.9M
Employees
6
Clients
377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
732 S. 6TH ST.
#4119
LAS VEGAS
NV 89101
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
808-445-9965
Other Offices
5

ReceiptFinancials

Total AUM
$310.9M
Accounts
1,068
Discretionary
$266.7M
Accounts
1,043
Non-Discretionary
$44.3M
Accounts
25

ContactClients

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Individual Clients
286
AUM
$121.6M
HNW Individual Clients
60
AUM
$135.1M
Pension/Profit Sharing Plan Clients
24
AUM
$44.1M
Charitable Organization Clients
1
AUM
$2.6M
Corporation or Business Clients
6
AUM
$7.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIMINHNVNYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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