Mission Investment Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 329596
- Registered since
- September 17, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Mission Investment Advisors LLC is a small, SEC-registered institutional RIA organized as an LLC and registered in 2024. The firm serves institutional clients and its stated advisory activity is portfolio management for investment companies. It charges clients on a percentage-of-AUM basis. The firm does not describe itself as a capital allocator, is not listed as an active ESG investor, and is not set up as a multi-state or pension consulting adviser.
Assets & Accounts
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
Owners & executives
2 of 2
Kushal Abeywickrama
Chief Compliance OfficerCRD 6944964
Timothy Newell
Chief Executive OfficerCRD 3002775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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