MISSION CAPITAL ADVISORS INC.
Firm details
- Headquarters
- SUNNYVALE, California
- CRD number
- 331522
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mission Capital Advisors Inc. is organized as a corporation owned by an individual and provides fee-based financial planning and portfolio management for individuals and small businesses. The firm bills clients through hourly charges and fixed fees rather than asset-based or performance-based fees. FINTRX flags Mission Capital Advisors Inc. as an active ESG investor. The adviser is not identified as a capital allocator, is not multi-state, and is not newly formed; its regulatory registration year is not listed.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1PRESTON DODD
Founding PartnerCRD 5853572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUNNYVALE, CA
SANTA CLARA
Location
SUNNYVALE, CA
Headquartered in SUNNYVALE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 710 Lakeway Dr
- Time zone
- PT (UTC-8)
- Office locations
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