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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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