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| Happy Holidays!! thanks for using AUM13F!! |
| Mission Financial Group LLC
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| CRD # | 311876 |
| SEC # | 801-120042 |
| CIK # | 0001944724 |
| AUM | $232.8 M (2025-07-14) |
| Employees | 8 (62% Investors, 62% Brokers) |
| Phone | 808-445-9965 |
| Address | 732 S 6th St Las Vegas, NV 89101 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 97.9 |
| (b) Individuals (high net worth individuals) | 45 | 102.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 30.1 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 897 | 232.8 |
| By Discretionary | ||
| Discretionary | 877 | 202.7 |
| Non-Discretionary | 20 | 30.1 |
| Total | 897 | 232.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 230.7 | |
| Total | 897 | 232.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001944724] |
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