Missionsquare Retirement
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 108783
- Registered since
- January 19, 1983
- Website
- www.missionsq.org
- Custodians
- VANTAGETRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Individuals82.12%
- Insurance Companies9%
- HNWI8.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Missionsquare Retirement is organized as a corporation and operates as a non-independent retail registered investment adviser. The firm has been SEC-registered since 1983 and charges fees based on a percentage of assets under management. Its client base includes both individuals and families as well as institutional clients. Advisory services listed on the firm’s filings focus on portfolio management for individuals/small businesses and for businesses or institutions. Missionsquare Retirement is not identified as an active ESG investor, is not listed as a pension consultant, and its ADV indicates it is not a multi-state 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 Funds54%
- Private Funds46%
Owners & executives
3 of 9Jeffrey Gibson
Chief Product OfficerCRD 2272982
Daryl Pereira Dennis
Chief Investment OfficerCRD 5916062
Julia Novak
Chief Executive OfficerCRD 8061371
Contacts
3 of 139
Emil Hemsey
Associate ManagerCRD 4309081
Brian Clarke
DirectorCRD 4644686
Tisha Neal
Retirement Plan SpecialistCRD 4660140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$240M in ETFs
100%
$240M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP ETF (IWR) | BlackRock | Passive | Mid Cap Blend | $77.5M | 702,067 | 32.21% |
Location
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 777 N Capitol St Ne
- Time zone
- ET (UTC-5)
- Office locations
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