Mission Creek Capital Partners, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Mission Creek Capital Partners, Inc
Overview
Mission Creek Capital Partners, Inc is a financial advisor company headquartered in San Francisco, California. The firm administers $424.2 million in assets throughout 1,117 accounts, making it one of the bigger financial advisory firms in the country by assets under management (AUM). Mission Creek Capital Partners, Inc has a small team, including 7 financial advisors. Mission Creek Capital Partners, Inc is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like stocks, bonds and options.
Mission Creek Capital Partners, Inc administers all of its client assets in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without needing to seek the customer's consent. The firm administers about $379,765 in assets for every client account. An average advisor at Mission Creek Capital Partners, Inc administers about 160 client accounts.
The company's main office is at 101 Mission Street, Suite 1750, San Francisco, California 94105. Mission Creek Capital Partners, Inc is permitted to provide services to clients across 20 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mission Creek Capital Partners, Inc by the Numbers
$424.2 million
12
1,117
$379.8 thousand
Products and Services
Mission Creek Capital Partners, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the last financial year, the company provided financial planning services to 11-25 of its accounts. It is not engaged in selling products or offering services apart from investment advice to its investment advisory customers.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually depend on which service is offered. However, fees billed by Mission Creek Capital Partners, Inc can be comprised of the following fee types: asset-based, hourly or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 26% of firms
Performance-based
Types of Clients
The company manages money for a broad range of customers. Mission Creek Capital Partners, Inc provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans and other investment advisers. Out of its 1,117 accounts, Mission Creek Capital Partners, Inc's largest client group by number of accounts is high net worth investors, although it also manages money for 245 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.
- High-Net-Worth Individuals* - 71.22%
- Other Individuals - 26.45%
- Corporations - 2.33%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Mission Creek Capital Partners, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Mission Creek Capital Partners, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.