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OLD MISSION INVESTMENT COMPANY, LLC

880 Munson Avenue
Suite B
Traverse City, Michigan 49686
Tel: 231-929-4100

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About OLD MISSION INVESTMENT COMPANY, LLC

OLD MISSION INVESTMENT COMPANY, LLC, formally registered with the SEC as OLD MISSION INVESTMENT COMPANY, LLC. The firm was established in 05/17/2006. They have over 3 offices throughout the country.

OLD MISSION INVESTMENT COMPANY, LLC is a Traverse City, Michigan based Financial Planning firm with nearly $890,838,064 assets under management, offering retirement planning & investment advisory services to 2052 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#140381
SEC#801-66666
Assets Managed by Firm$890,838,064
No. of Clients2052
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (CONSULTATION SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total2052$890,838,064
Individuals (other than high net worth individuals)918$679,206,334
High net worth individuals61$152,106,104
Charitable organizations2$11,121,406

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