Mitchell
Grushen

Mission Wealth Management, Lp

CRD#7283730
Investment Advisor
in Los Angeles, CA

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About this Advisor

Mitchell Grushen is a financial advisor based in Los Angeles, California, working with Mission Wealth Management, Lp. Mitchell has previously held positions at Pure Financial Advisors, Mission Wealth Management, Lp, Melting Pot Restaurant, and as a student. Mitchell is registered to provide services in California. Currently, Mitchell is part of Mission Wealth Management, Lp, which operates out of Los Angeles, California. The firm has 32 offices and 109 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mission Wealth Management, Lp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2029 Century Park East Suite 400N
Los Angeles, CA 90067

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Mission Wealth Management, Lp Brokerage Details

Total Assets Under Management

$7,072,960,768

CA Average: $7,578,581,321
Total Number of Employees

109

CA Average: 43
Total Number of Accounts

9,939

CA Average: 3,727
Average Account Size

$711,637

CA Average: $2,033,427

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

2018 - Present (6 years)

Mission Wealth Management, Lp

2017 - 2018 (1 year)

Pure Financial Advisors

2014 - 2014 (< 1 year)

Melting Pot Restaurant

2014 - 2017 (3 years)

Student

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

Jared Sweeney
Walpole, MA
Dennis Clark
Santa Barbara, CA
Daniel Friedman
Miami, FL
Herbert Flores
Austin, TX
Mitchell Grushen
Los Angeles, CA
Sara Clark
Santa Barbara, CA
Andrew Kulha
Houston, TX
Julianna Rote
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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