Old Mission Investment Company, LLC
Firm details
- Headquarters
- Traverse City, Michigan
- CRD number
- 140381
- Registered since
- May 17, 2006
- Website
- www.omico.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals76.13%
- HNWI16.73%
- Insurance Companies5.93%
- Charitable Organizations1.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Old Mission Investment Company, LLC is an independent, owner-operated registered investment adviser that has been SEC registered since 2006. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, manager selection, and the publication of investment periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed fees. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents11%
- US Government Bonds10%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$324M in ETFs
84%
$271M
1%
$52.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $60.1M | 850,886 | 18.55% |
Location
Traverse City, MI
Grand Traverse
Location
Traverse City, MI
Headquartered in Traverse City, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Grand Traverse
- Address
- 880 Munson Ave
- Time zone
- ET (UTC-5)
- Office locations
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