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Building 2MISSIONSQUARE RETIREMENT

Map pinWASHINGTON, DC
Phone202-962-4600
NotebookSEC #801-18273
Total AUM
$6.3B
Employees
553
Clients
40,527

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 NORTH CAPITOL STREET NE, SUITE 600
WASHINGTON
DC 20002-4240
United States
Operating Hours
8:30AM TO 5:00PM EASTERN TIME
Monday - Friday
Phone
202-962-4600
Other Offices
11

ReceiptFinancials

Total AUM
$6.3B
Accounts
53,695
Discretionary
$5.7B
Accounts
53,694
Non-Discretionary
$567.7M
Accounts
1

ContactClients

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Individual Clients
40,136
AUM
$5.2B
HNW Individual Clients
390
AUM
$560.5M
Insurance Company Clients
1
AUM
$567.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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