Overview
Assets Under Management: $153 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 73
Average Client Assets: $1.2 million
Frequently Asked Questions
MISSION HILLS FINANCIAL 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 #126812), MISSION HILLS FINANCIAL is subject to fiduciary duty under federal law.
MISSION HILLS FINANCIAL is headquartered in SAN DIEGO, CA.
MISSION HILLS FINANCIAL serves 73 high-net-worth clients according to their SEC filing dated February 26, 2024. View client details ↓
According to their SEC Form ADV, MISSION HILLS FINANCIAL offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
MISSION HILLS FINANCIAL manages $153 million in client assets according to their SEC filing dated February 26, 2024.
According to their SEC Form ADV, MISSION HILLS FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.90%
Average Client Assets: $1.2 million
Total Client Accounts: 640
Discretionary Accounts: 640
Regulatory Filings
CRD Number: 126812
Filing ID: 1823970
Last Filing Date: 2024-02-26 14:34:00