Mission Financial Group, LLC
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Overview
Mission Financial Group, LLC operates as a financial advisor firm that has its headquarters in Honolulu, Hawaii. Mission Financial Group, LLC controls $130.8 million in total assets throughout 486 client accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). It has a small group, including 2 financial advisors. Mission Financial Group, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets like bonds, stocks and options.
Mission Financial Group, LLC manages 477 of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by an investment advisor without needing the customer's permission. It also administers nine non-discretionary accounts totaling $8.5 million in AUM. Mission Financial Group, LLC's typical account size is $269,209. The average advisor at Mission Financial Group, LLC oversees about 243 client accounts.
The company's central office is located at 1585 Kapiolani Blvd, Honolulu, Hawaii 96814. The company is legally registered to provide services to investors throughout 4 states, including California, Hawaii, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mission Financial Group, LLC by the Numbers
$130.8 million
3
486
$269.2 thousand
Products and Services
Mission Financial Group, LLC provides a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the last fiscal year, the firm provided 1-10 of its clients with financial planning services. Mission Financial Group, LLC does sell products or offer services different than investment advice to its clients.
Core Advisor Services
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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.
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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.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually vary depending on which services the firm provides the client. However, fee types billed by the company most likely are comprised of any blend of the following fee structures: asset-based, hourly or fixed. The company participates in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors, high net worth investors and pension plans. Out of its 486 clients, Mission Financial Group, LLC's largest client group is retail investors, but it also serves 25 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 11.74%
- Other Individuals - 83.57%
- Corporations - 4.69%
- 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
Mission Financial Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mission Financial Group, LLC
Honolulu, HI
Honolulu, HI
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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.
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