Mitchell
Grushen
Mission Wealth Management, Lp
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About this Advisor
Mitchell Grushen is a certified financial planner who works out of Los Angeles, California who has 3 years of industry experience. Grushen currently works for Mission Wealth Management, Lp. Grushen has gained experience at Pure Financial Advisors, Mission Wealth Management, Lp, Fish In The Bottle Restaurant, Student and Melting Pot Restaurant. Grushen is able to operate in California. Mission Wealth Management, Lp is a financial advisory business operating out of Santa Barbara, CA. The company has offices in 25 locations and a total of 87 employees. It has $5 billion in assets under management across its 7,755 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 7,755 client accounts, 67% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely depend on which services the firm provides the client. Fee types billed by Mission Wealth Management, Lp may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mission Wealth Management, Lp Brokerage Details
$4,975,561,347
87
7,755
$641,594
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Mitchell Grushen Work History
Mitchell has been registered as a financial advisor for 3 years.*
Mission Wealth Management, Lp
Pure Financial Advisors
Melting Pot Restaurant
Student
Fish In The Bottle Restaurant
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mitchell Grushen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mission Wealth Management, Lp
Austin, TX
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Los Angeles, CA
Los Angeles, CA
Houston, TX
Greensboro, NC
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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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.