Overview
Assets Under Management: $547 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 316
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 316
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,242
Discretionary Accounts: 1,242
Regulatory Filings
CRD Number: 151514
Last Filing Date: 2024-03-28 00:00:00
Website: https://missioncreekcap.com