Mission Hills Financial is a small investment advisory firm based out of San Diego, CA, with one office. With a total of two employees, Mission Hills Financial specializes in providing investment advisory services. On average, each investment advisor manages approximately $59,670,000 in assets under management, which is on par with the industry average. The firm offers a diverse compensation structure, including a percentage of assets under management, hourly charges, and fixed fees.
While Mission Hills Financial primarily manages assets for high net worth individuals, they also possess the capability to oversee employer funds. T...
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Assets Under Mgmt
$119.33M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.