MISSION ADVISORY GROUP

Overview

Mission Advisory Group operates as a limited liability company with individual ownership and positions itself as a capital allocator serving individuals and small businesses. Its advisory activities include comprehensive financial planning, discretionary or non-discretionary portfolio management for individual and small-business clients, selection of other advisers, and the publication of periodicals or newsletters. Fee arrangements documented in the snapshot are flexible: percentage-of-AUM, hourly charges, and fixed fees are all listed. FINTRX classifies the firm as unclassified; it is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The snapshot does not list an SEC registration year.

Assets & Accounts

Investments & Alternatives