MISSION HILLS FINANCIAL ADVISORY LLC

RIASEC RegisteredEst. 2023
Total AUM
$274M
Discretionary
$274M
100% of AUM
Avg account
$315K
Accounts
871
Employees
6
Advisory reps
3

Firm details

Headquarters
SAN DIEGO, California
CRD number
328516
Registered since
November 9, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.11%
  • Individuals22.82%
  • Corporations / Businesses0.07%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mission Hills Financial Advisory LLC is an SEC-registered independent registered investment adviser organized as an LLC and established in 2023. The firm is owner-operated and positions itself as a capital allocator for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee model includes assets‑under‑management fees alongside hourly and fixed-fee arrangements. Mission Hills does not describe itself as an ESG investor, is not a multi‑state adviser, and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%, Private Funds 2%, US Government Bonds 1%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%
  • Private Funds2%
  • US Government Bonds1%

Contacts

3 of 3
  • MARK HULL

    PresidentCRD 1139069

  • MINKA HULL

    AssociateCRD 5616746

  • JASON SHAYA

    PartnerCRD 3149897

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$192M in ETFs

Passive

80%

$154M

Active

20%

$38.4M

ETFProviderStyleCategoryValueShares% of portfolio
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT)PIMCOActiveUltrashort Bond$17.5M173,7129.09%

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1633 W Lewis St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth