MISSIO INVESTMENT MANAGEMENT LLC

RIASEC Registered

Total AUM

$24.2M

Discretionary

$24.2M

100% of AUM

Avg account

$782K

Accounts

Employees

Advisory reps

Firm details

Headquarters: HINSDALE, Illinois
CRD number: 297848
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI97.59%
Individuals1.25%
Charitable Organizations1.16%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Missio Investment Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on fee-based portfolio management and financial planning for individuals, families and small-business clients, and it reports a client base that includes both private individuals and institutional relationships. Missio emphasizes equity-centered portfolio construction: its filings show a clear preference for exchange-traded equities implemented through separately managed accounts and pooled mutual fund exposure. The firm does not identify as an active ESG investor and reports using a percentage-of-assets fee model.