MISSION HILLS FINANCIAL ADVISORY LLC

1633 West Lewis St
San Diego, California 92103
Tel: 619-294-9420

About MISSION HILLS FINANCIAL ADVISORY LLC

MISSION HILLS FINANCIAL ADVISORY LLC, formally registered with the SEC as MISSION HILLS FINANCIAL ADVISORY LLC. The firm was established in 11/09/2023. They have over 1 offices throughout the country.

MISSION HILLS FINANCIAL ADVISORY LLC is a San Diego, California based Financial Planning firm with nearly $157,472,510 assets under management, offering retirement planning & investment advisory services to 646 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328516
SEC#	801-129010
Assets Managed by Firm	$157,472,510
No. of Clients	646
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	646	$157,472,510
Individuals (other than high net worth individuals)	239	$72,542,981
High net worth individuals	69	$84,929,529

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