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MISSION HILLS FINANCIAL ADVISORY LLC
CRD 328516 · SEC 801-129010
1633 WEST LEWIS ST, SAN DIEGO, CA, 92103, United States
Phone
619-294-9420
Fax
619-294-9404
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.1M
Discretionary AUM
$274.1M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $62.6M |
| High net worth individuals | 109 | $211.4M |
States served
AZ, CA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD