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Building 2MISSION HILLS FINANCIAL

Map pinSAN DIEGO, CA
Phone619-294-9420
NotebookSEC #801-120762
Total AUM
$152.7M
Employees
3
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1633 WEST LEWIS STREET
SAN DIEGO
CA 92103
United States
Operating Hours
9:00AM-4:00PM
Monday - Friday
Phone
619-294-9420

ReceiptFinancials

Total AUM
$152.7M
Accounts
640
Discretionary
$152.7M
Accounts
640
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
227
AUM
$64.3M
HNW Individual Clients
73
AUM
$88.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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