MISSIONSQUARE RETIREMENT

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

About MISSIONSQUARE RETIREMENT

MISSIONSQUARE RETIREMENT, formally registered with the SEC as MISSIONSQUARE RETIREMENT. The firm was established in 01/19/1983. They have over 10 offices throughout the country.

MISSIONSQUARE RETIREMENT is a Washington, District of Columbia based Financial Planning firm with nearly $6,106,587,642 assets under management, offering retirement planning & investment advisory services to 59323 clients. The firm is staffed with 623 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108783
SEC#	801-18273
Assets Managed by Firm	$6,106,587,642
No. of Clients	59323
No. of Advisors	623

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	59323	$6,106,587,642
Individuals (other than high net worth individuals)	44173	$5,048,200,587
High net worth individuals	305	$428,943,618

More Retirement Planning firms in Washington, District of Columbia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CARLYLE GROUP 1001 Pennsylvania Avenue N.W., Suite 220 South Washington, DC, 20004-2505	$273,608,034,966	639	1010
MISSIONSQUARE INVESTMENTS 777 North Capitol Street Ne Suite 600 Washington, DC, 20002-4240	$49,409,331,766	43	87
CALVERT RESEARCH AND MANAGEMENT 2050 M Street Nw, 2nd Floor Washington, DC, 20036	$38,423,403,142	1279	210
EIG MANAGEMENT COMPANY, LLC 600 New Hampshire Avenue N.W., Suite 1200 Washington, DC, 20037	$20,803,317,372	74	132
THE ROCK CREEK GROUP, LP 1133 Connecticut Ave. N.W., Suite #810 Washington, DC, 20036	$17,740,436,382	61	71

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