Investment adviser · CRD 126812
MISSION HILLS FINANCIAL
Investment adviser filing (IA)
HULL, MARK HAROLD
SAN DIEGO, CA, United States · Form ADV filed Feb 26, 2024
- Regulatory AUM
- $153M Form ADV · Item 5.F
- Client accounts
- 640 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 | 73 | $88,401,906 | 57.9% |
| Individuals | 227 | $64,278,588 | 42.1% |
Filing source
Form ADV 1823970 · Feb 26, 2024 · 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: Feb 26, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1633 WEST LEWIS STREETSAN DIEGO, CA, 92103, United States
CRD 126812
Filing source
Form ADV 1823970 · Feb 26, 2024 · 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.