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OLD MISSION INVESTMENT COMPANY, LLC
TRAVERSE CITY, MI
231-929-4100
SEC #801-66666Total AUM
$929M
Employees
10Clients
1,055Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
880 MUNSON AVENUE
SUITE B
TRAVERSE CITY
MI 49686
United States
SUITE B
TRAVERSE CITY
MI 49686
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
231-929-4100
Other Offices
2
Financials
Total AUM
$929M
Accounts
2,002Discretionary
$856.2M
Accounts
1,859Non-Discretionary
$72.8M
Accounts
143
Clients
Individual Clients
988AUM
$707.3M
HNW Individual Clients
63AUM
$155.4M
Charitable Organization Clients
3AUM
$11.2M
Insurance Company Clients
1AUM
$55.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLILINLAMINCNEORTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.