RIA Intelligence

OLD MISSION INVESTMENT COMPANY, LLC

CRD #140381 SEC #801-66666 TRAVERSE CITY, MI 231-929-4100
SEC Registered
Total AUM
$890.8M
Discretionary
$754.4M
Employees
10
Clients
11
Accounts
2,052

AUM Over Time

DateNov 2025
Total AUM$890.8M
Discretionary$754.4M
Non-Disc.$136.4M
Employees10
Clients0
DateMay 2025
Total AUM$890.8M
Discretionary$754.4M
Non-Disc.$136.4M
Employees10
Clients0
DateApr 2025
Total AUM$890.8M
Discretionary$754.4M
Non-Disc.$136.4M
Employees10
Clients0
DateFeb 2025
Total AUM$890.8M
Discretionary$754.4M
Non-Disc.$136.4M
Employees10
Clients0
DateFeb 2024
Total AUM$679.5M
Discretionary$573.4M
Non-Disc.$106.1M
Employees10
Clients0
DateMar 2023
Total AUM$602.2M
Discretionary$413.8M
Non-Disc.$188.4M
Employees10
Clients0
DateAug 2022
Total AUM$581.5M
Discretionary$426.3M
Non-Disc.$155.2M
Employees10
Clients0
DateMar 2022
Total AUM$581.5M
Discretionary$426.3M
Non-Disc.$155.2M
Employees10
Clients0
DateFeb 2022
Total AUM$506.7M
Discretionary$438.6M
Non-Disc.$68.1M
Employees8
Clients0
DateMay 2021
Total AUM$506.7M
Discretionary$438.6M
Non-Disc.$68.1M
Employees8
Clients0
DateMar 2021
Total AUM$506.7M
Discretionary$438.6M
Non-Disc.$68.1M
Employees8
Clients0
DateNov 2020
Total AUM$407.3M
Discretionary$364.2M
Non-Disc.$43.2M
Employees8
Clients0
DateOct 2020
Total AUM$407.3M
Discretionary$364.2M
Non-Disc.$43.2M
Employees8
Clients0
DateJul 2020
Total AUM$407.3M
Discretionary$364.2M
Non-Disc.$43.2M
Employees8
Clients0
DateJun 2020
Total AUM$407.3M
Discretionary$364.2M
Non-Disc.$43.2M
Employees8
Clients0
DateMar 2020
Total AUM$407.3M
Discretionary$364.2M
Non-Disc.$43.2M
Employees8
Clients0
DateMar 2019
Total AUM$410.1M
Discretionary$374.6M
Non-Disc.$35.5M
Employees7
Clients0
DateOct 2018
Total AUM$365.2M
Discretionary$331.2M
Non-Disc.$34M
Employees6
Clients0
DateMar 2018
Total AUM$365.2M
Discretionary$331.2M
Non-Disc.$34M
Employees6
Clients0
DateJan 2017
Total AUM$310.1M
Discretionary$297.7M
Non-Disc.$12.4M
Employees6
Clients490
DateOct 2016
Total AUM$258.7M
Discretionary$191.2M
Non-Disc.$67.5M
Employees6
Clients425
DateMar 2016
Total AUM$258.7M
Discretionary$191.2M
Non-Disc.$67.5M
Employees6
Clients425
DateMar 2016
Total AUM$258.7M
Discretionary$191.2M
Non-Disc.$67.5M
Employees6
Clients425
DateNov 2015
Total AUM$261.3M
Discretionary$195.8M
Non-Disc.$65.5M
Employees6
Clients440
DateAug 2015
Total AUM$261.3M
Discretionary$195.8M
Non-Disc.$65.5M
Employees6
Clients440
DateApr 2015
Total AUM$261.3M
Discretionary$195.8M
Non-Disc.$65.5M
Employees6
Clients440
DateFeb 2015
Total AUM$212.8M
Discretionary$159.3M
Non-Disc.$53.5M
Employees6
Clients440
DateApr 2014
Total AUM$301.7M
Discretionary$196.8M
Non-Disc.$104.8M
Employees6
Clients444
DateJan 2014
Total AUM$301.7M
Discretionary$196.8M
Non-Disc.$104.8M
Employees6
Clients444
DateJan 2013
Total AUM$267.9M
Discretionary$125.1M
Non-Disc.$142.9M
Employees6
Clients430
DateOct 2012
Total AUM$282.7M
Discretionary$184M
Non-Disc.$98.7M
Employees6
Clients450
DateFeb 2012
Total AUM$282.7M
Discretionary$184M
Non-Disc.$98.7M
Employees6
Clients450
DateJul 2011
Total AUM$301.2M
Discretionary$210.4M
Non-Disc.$90.8M
Employees10
Clients--
DateMay 2011
Total AUM$301.2M
Discretionary$210.4M
Non-Disc.$90.8M
Employees10
Clients--
DateMar 2011
Total AUM$293.7M
Discretionary$186.9M
Non-Disc.$106.8M
Employees10
Clients--
DateJan 2007
Total AUM$232.7M
Discretionary$57.4M
Non-Disc.$175.2M
Employees10
Clients--