MISSION HILLS FINANCIAL ADVISORY LLC
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
FINTRXOverview
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
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 Funds89%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
- Private Funds2%
- US Government Bonds1%
Contacts
3 of 3MARK HULL
PresidentCRD 1139069
MINKA HULL
AssociateCRD 5616746
JASON SHAYA
PartnerCRD 3149897
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$192M in ETFs
80%
$154M
20%
$38.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $17.5M | 173,712 | 9.09% |
Location
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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