Missionsquare Investments
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Overview
Missionsquare Investments operates as a financial advisory company that has its headquarters in Washington, District of Columbia. The firm handles $45.6 billion in assets throughout 43 customer accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). It has an average-sized group, including 69 financial advisors. Missionsquare Investments is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as bonds, options and equities.
Missionsquare Investments oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring the customer's permission. The company's average account size is $1.1 billion. The average advisor at Missionsquare Investments oversees fewer than one client account, making it one of the most individualized firms in the country.
The firm's central office is located at 777 North Capitol Street Ne, Suite 600, Washington, District of Columbia 20002-4240.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Missionsquare Investments by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$45.6 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
70
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
43
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$1.1 billion
Fee Structure
Fees for financial management largely vary depending on the type of services offered. Fees charged by Missionsquare Investments typically consist of the following fee structure: asset-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its 43 clients, Missionsquare Investments's biggest client group by number of accounts is pooled investment vehicles. None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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.
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Disclosures
Missionsquare Investments does not have any disclosures.
Please visit its Form ADV for more details.
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