MISSIONOG

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
282800
Registered since
June 10, 2016

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • George Krautzel

    Managing PartnerCRD 6624024

  • ANDREW NEWCOMB

    Managing PartnerCRD 2258324

  • HARRY LOCKHART

    Chairman EmeritusCRD 5913963

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth