Investment adviser · CRD 311876
MISSION FINANCIAL GROUP, LLC
Investment adviser filing (IA)
LAS VEGAS, NV, United States · Form ADV filed May 13, 2026
- Regulatory AUM
- $311M Form ADV · Item 5.F
- Client accounts
- 1,068 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $135,072,737 | 43.4% |
| Individuals | 286 | $121,563,876 | 39.1% |
| Retirement plans | 24 | $44,079,468 | 14.2% |
| Corporations & businesses | 6 | $7,588,821 | 2.4% |
| Charities | Fewer than 5 | $2,607,617 | 0.8% |
Filing source
Form ADV 2104813 · May 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
732 S. 6TH ST., #4119LAS VEGAS, NV, 89101, United States
CRD 311876
Filing source
Form ADV 2104813 · May 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.