MISSION TRAILS FINANCIAL
SOUTHERN STYLE FINANCIAL, INC. Legal Name
Adviser information for MISSION TRAILS FINANCIAL last updated from Form ADV on February 27th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 973 | $150.3M |
| Non-Discretionary | 12 | $17.7M |
| Total | 985 | $168.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 269 | $69.3M |
| HNW Individuals | 48 | $70.1M |
| 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 | 30 | $24.2M |
| 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 | <5 | $4.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-123021 |
|---|---|
| SEC ERA File Number | 801-123021 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173836 |
| Legal Entity Identifier | None |
Principal Office
7187 NAVAJO ROADSUITE B
SAN DIEGO
CA
United States
Monday - Friday, 8 AM - 4 PM
Tel: (619) 419-0238, Fax: None
Chief Compliance Officer
KRISTEN KLINE
PRINCIPAL
7187 NAVAJO ROAD
SUITE B
SAN DIEGO
CA
United States
Tel:
(619) 419-0161
K*****@************M
(Full email address available in API data)
Industry Affiliates
| LAILA KHOSROABADI, ATTORNEY AT LAW | Lawyer or law firm |
| MAUI PARADISE PROPERTIES | Real estate broker or dealer |
| STEVEN F. BLISS, ATTORNEY AT LAW | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KLINE, KRISTEN, NICOLE | Individual | – | PRINCIPAL, CHIEF COMPLIANCE OFFICER | 10/2014 | > 75% |
| KLINE, BRIGAND, WADE | Individual | – | CHIEF OPERATIONS OFFICER | 07/2015 | < 5% |