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MISSIONAL ADVISOR GROUP
MISSIONAL ADVISOR GROUP LLC
CRD 328104
1240 WINNOWING WAY, UNIT 102, MOUNT PLEASANT, SC, 29466, United States
Phone
630-248-3575
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$42.0M
Discretionary AUM
$42.0M
Team
1 total employees; 1 advisory reps; 140 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $23.0M |
| High net worth individuals | 15 | $19.0M |
All web addresses on file
Official SEC filing: View on IAPD