Overview
Assets Under Management: $547 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 316
Average Client Assets: $2 million
Frequently Asked Questions
MISSION CREEK CAPITAL PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151514), MISSION CREEK CAPITAL PARTNERS, INC. is subject to fiduciary duty under federal law.
MISSION CREEK CAPITAL PARTNERS, INC. is headquartered in SAN FRANCISCO, CA.
MISSION CREEK CAPITAL PARTNERS, INC. serves 316 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, MISSION CREEK CAPITAL PARTNERS, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MISSION CREEK CAPITAL PARTNERS, INC. manages $547 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, MISSION CREEK CAPITAL PARTNERS, INC. serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
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