MISSIONOG
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 282800
- Registered since
- June 10, 2016
Firm profile
FINTRXOverview
Missionog is organized as a limited liability company and has been SEC-registered since 2016. The firm is owned by an individual and operates primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than as a traditional advisory practice serving retail client accounts. Missionog does not present itself as an active ESG investor. The firm’s regulatory and organizational footprint, combined with its sponsor/GP role, indicates its primary business is running private pooled funds rather than maintaining a book of advisory client accounts or providing broad multi-state advisory services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3George Krautzel
Managing PartnerCRD 6624024
ANDREW NEWCOMB
Managing PartnerCRD 2258324
HARRY LOCKHART
Chairman EmeritusCRD 5913963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 2400 Market St
- Time zone
- ET (UTC-5)
- Office locations
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