Overview
Assets Under Management: $168 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 48
Average Client Assets: $1.5 million
Frequently Asked Questions
MISSION TRAILS 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 #173836), MISSION TRAILS FINANCIAL is subject to fiduciary duty under federal law.
MISSION TRAILS FINANCIAL is headquartered in SAN DIEGO, CA.
MISSION TRAILS FINANCIAL serves 48 high-net-worth clients according to their SEC filing dated February 27, 2024. View client details ↓
According to their SEC Form ADV, MISSION TRAILS FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
MISSION TRAILS FINANCIAL manages $168 million in client assets according to their SEC filing dated February 27, 2024.
According to their SEC Form ADV, MISSION TRAILS FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.71%
Average Client Assets: $1.5 million
Total Client Accounts: 985
Discretionary Accounts: 973
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 173836
Filing ID: 1827965
Last Filing Date: 2024-02-27 16:48:00