MISSION FINANCIAL GROUP, LLC

732 S. 6th St.
#4119
Las Vegas, Nevada 89101
Tel: 808-445-9965

About MISSION FINANCIAL GROUP, LLC

MISSION FINANCIAL GROUP, LLC, formally registered with the SEC as MISSION FINANCIAL GROUP, LLC. The firm was established in 01/04/2021. They have over 4 offices throughout the country.

MISSION FINANCIAL GROUP, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $232,821,170 assets under management, offering retirement planning & investment advisory services to 897 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311876
SEC#	801-120042
Assets Managed by Firm	$232,821,170
No. of Clients	897
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	897	$232,821,170
Individuals (other than high net worth individuals)	262	$97,891,707
High net worth individuals	45	$102,342,874
Pension and profit sharing plans	20	$30,083,329
Charitable organizations	Fewer than 5 clients	$2,296,576
Corporations or other businesses	5	$206,684

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