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| Mission Financial Group LLC
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|---|---|
| CRD # | 311876 |
| SEC # | 801-120042 |
| CIK # | 0002113810, 0001944724 |
| AUM | 310.9 M (2026-05-13) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 808-445-9965 |
| Address | 732 S 6th St Las Vegas, NV 89101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Netflix Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 121.6 |
| (b) Individuals (high net worth individuals) | 60 | 135.1 |
| (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 | 24 | 44.1 |
| (h) Charitable organizations | 0 | 2.6 |
| (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 | 6 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 310.9 |
| By Discretionary | ||
| Discretionary | 1,043 | 266.7 |
| Non-Discretionary | 25 | 44.3 |
| Total | 1,068 | 310.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 307.5 | |
| Total | 1,068 | 310.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001944724] | |
| 13F-HR | [0002113810] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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