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 formed as a limited liability partnership and SEC-registered in 2021. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory offering blends financial planning, portfolio management for individuals and small businesses, and pension consulting, and the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagement models. The firm is not identified as an active ESG investor and is flagged as not a multi-state adviser in the snapshot data.
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
Elliott Montgomery
PartnerCRD 8015618
Michael Cook
Financial AdvisorCRD 5901682
Sean Ohashi
Partner, Financial AdvisorCRD 6192506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$90.9M in ETFs
48%
$43.3M
51%
$47.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $7.9M | 78,211 | 8.67% |
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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