MISSION HILLS FINANCIAL ADVISORY LLC
Adviser information for MISSION HILLS FINANCIAL ADVISORY LLC last updated from Form ADV on March 7th, 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 | Limited Liability Company |
|---|---|
| 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 |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 646 | $157.5M |
| Non-Discretionary | 0 | $0 |
| Total | 646 | $157.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 239 | $72.5M |
| HNW Individuals | 69 | $84.9M |
| 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 | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129010 |
|---|---|
| SEC ERA File Number | 801-129010 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328516 |
| Legal Entity Identifier | None |
Principal Office
1633 WEST LEWIS STSAN 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 STREET
SAN DIEGO
CA
United States
Tel:
619-294-9420
M***@************************M
(Full email address available in API data)
Regulatory Contact
JASON SHAYA
MEMBER
1633 WEST LEWIS STREET
SAN DIEGO
CA
United States
Tel:
619-294-9420
J****@************************M
(Full email address available in API data)
Industry Affiliates
| WEST LEWIS PROPERTIES LLC | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HULL, MINKA, FRANCIS | Individual | – | MEMBER | 09/2023 | 25-50% |
| HULL, MARK, HAROLD | Individual | – | MEMBER/CCO | 09/2023 | 25-50% |
| SHAYA, JASON, JOSEPH | Individual | – | MEMBER | 09/2023 | 25-50% |