880 Munson Avenue
Suite B
Traverse City, Michigan 49686
Tel: 231-929-4100
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 140381 |
SEC# | 801-66666 |
Assets Managed by Firm | $890,838,064 |
No. of Clients | 2052 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2052 | $890,838,064 |
Individuals (other than high net worth individuals) | 918 | $679,206,334 |
High net worth individuals | 61 | $152,106,104 |
Charitable organizations | 2 | $11,121,406 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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