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MISSION: ADVICE
MISSION ADVICE LLC
CRD 300473
7866 MARTINSBURG PIKE, SHEPHERDSTOWN, WV, 25443-4791, United States
Phone
304-870-4200
Fax
304-875-0555
Registration
— (—)
Source
State registered
Total AUM
$2.8M
Discretionary AUM
$2.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD