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MISSIONSQUARE INVESTMENTS

777 North Capitol Street Ne, Suite 600
Washington, District of Columbia 20002-4240
Tel: 202-962-4600

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About MISSIONSQUARE INVESTMENTS

MISSIONSQUARE INVESTMENTS, formally registered with the SEC as MISSIONSQUARE INVESTMENTS. The firm was established in 01/22/1999. They have over 7 offices throughout the country.

MISSIONSQUARE INVESTMENTS is a Washington, District of Columbia based Financial Planning firm with nearly $49,409,331,766 assets under management, offering retirement planning & investment advisory services to 43 clients. The firm is staffed with 87 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109138
SEC#801-56223
Assets Managed by Firm$49,409,331,766
No. of Clients43
No. of Advisors87

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total43$49,409,331,766

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