Mission Financial Group, LLC
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 311876
- Registered since
- January 4, 2021
- Website
- www.missionfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI43.44%
- Individuals39.1%
- Pension & Profit Sharing Plans14.18%
- Corporations / Businesses2.44%
- Charitable Organizations0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Mission Financial Group, LLC is an independent registered investment adviser that entered SEC registration in 2021. The firm serves both individual and family clients as well as institutional clients, combining financial planning and portfolio management for individuals and small businesses with pension consulting services. It also maintains broker-dealer and insurance brokerage activity alongside its advisory business. Fee arrangements are mixed—percentage of assets under management, hourly charges, and fixed fees are all used—so engagement models can be customized to client needs. The firm's operating structure is a limited liability partnership owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities16%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds7%
- Non-Exchange Traded Equities1%
Contacts
3 of 6
Michael Cook
Financial AdvisorCRD 5901682
Clifton Yasutomi
Managing Partner and Financial AdvisorCRD 5081023
Sean Ohashi
Partner, Financial AdvisorCRD 6192506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$91.5M in ETFs
46%
$42.3M
51%
$49.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $10M | 99,010 | 10.88% |
Location
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 732 S 6th St
- Time zone
- PT (UTC-8)
- Office locations
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