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OLD MISSION INVESTMENT COMPANY, LLC
CRD 140381 · SEC 801-66666
880 MUNSON AVENUE, SUITE B, TRAVERSE CITY, MI, 49686, United States
Phone
231-929-4100
Fax
231-929-4190
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$929.0M
Discretionary AUM
$856.2M
Team
10 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsCONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 988 | $707.3M |
| High net worth individuals | 63 | $155.4M |
| Charitable organizations | 3 | $11.2M |
| Insurance companies | 1 | $55.1M |
States served
CA, CO, IL, IN, LA, MI, NE, NC, OR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD