MISSION CAPITAL ADVISORS INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SUNNYVALE, California
CRD number
331522
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PRESTON DODD

    Founding PartnerCRD 5853572

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth