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MISSION FINANCIAL GROUP, LLC
CRD 311876 · SEC 801-120042
732 S. 6TH ST., #4119, LAS VEGAS, NV, 89101, United States
Phone
808-445-9965
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$310.9M
Discretionary AUM
$266.7M
Team
6 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 286 | $121.6M |
| High net worth individuals | 60 | $135.1M |
| Pension/profit sharing plans | 24 | $44.1M |
| Corporations/business entities | 6 | $7.6M |
States served
CA, MI, NV, NY, WA, TX, NH, HI
All web addresses on file
Official SEC filing: View on IAPD