MISSION HILLS FINANCIAL
HULL, MARK HAROLD Legal Name
Adviser information for MISSION HILLS FINANCIAL last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Sole Proprietorship |
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Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 640 | $152.7M |
Non-Discretionary | 0 | $0 |
Total | 640 | $152.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 227 | $64.3M |
HNW Individuals | 73 | $88.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
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Compensation | % of AUMHourly chargesFixed feesREFERRAL FEES |
Other Business Activities | Insurance broker or agent |
Identifiers
SEC RIA File Number | 801-120762 |
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SEC ERA File Number | 801-120762 |
SEC CIK Numbers | None |
SEC CRD Numbers | 126812 |
Legal Entity Identifier | None |
Principal Office
1633 WEST LEWIS STREETSAN DIEGO
CA
United States
Monday - Friday, 9:00AM-4:00PM
Tel: 619-294-9420, Fax: 619-294-9404
Websites
Chief Compliance Officer
MARK HULL
1633 WEST LEWIS ST.
SAN DIEGO
CA
United States
Tel:
619-294-9420
M***@************************M
(Full email address available in API data)
Industry Affiliates
UNITED PLANNERS | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
WEST LEWIS PROPERTIES LLC | Real estate broker or dealer |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HULL, MARK, HAROLD | Individual | – | OWNER/CHIEF COMPLIANCE OFFICER | 11/1993 | > 75% |