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Building 2MISSION HILLS FINANCIAL ADVISORY LLC

Map pinSAN DIEGO, CA
Phone619-294-9420
NotebookSEC #801-129010
Total AUM
$274.1M
Employees
6
Clients
302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$274.1M
Accounts
871
Discretionary
$274.1M
Accounts
871
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
192
AUM
$62.6M
HNW Individual Clients
109
AUM
$211.4M
Corporation or Business Clients
1
AUM
$188.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AZCANETX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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