SOUTHERN STYLE FINANCIAL, INC.
Legal name: MISSION TRAILS FINANCIAL
CRD #173836 SEC #801-123021 SAN DIEGO, CA (619) 419-0238
SEC Registered
Total AUM
$168M
Discretionary
$150.3M
Employees
6
Clients
1
Accounts
985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $168M | $150.3M | $17.7M | 6 | 3 |
| Nov 2023 | $130.6M | $119.4M | $11.1M | 6 | 7 |
| May 2023 | $130.6M | $119.4M | $11.1M | 6 | 7 |
| Feb 2023 | $130.6M | $119.4M | $11.1M | 6 | 7 |
| Oct 2022 | $120.6M | $108.9M | $11.7M | 6 | 6 |
| Mar 2022 | $120.6M | $108.9M | $11.7M | 6 | 6 |
| Dec 2021 | $119.3M | $107.5M | $11.8M | 6 | 3 |
DateFeb 2024
Total AUM$168M
Discretionary$150.3M
Non-Disc.$17.7M
Employees6
Clients3
DateNov 2023
Total AUM$130.6M
Discretionary$119.4M
Non-Disc.$11.1M
Employees6
Clients7
DateMay 2023
Total AUM$130.6M
Discretionary$119.4M
Non-Disc.$11.1M
Employees6
Clients7
DateFeb 2023
Total AUM$130.6M
Discretionary$119.4M
Non-Disc.$11.1M
Employees6
Clients7
DateOct 2022
Total AUM$120.6M
Discretionary$108.9M
Non-Disc.$11.7M
Employees6
Clients6
DateMar 2022
Total AUM$120.6M
Discretionary$108.9M
Non-Disc.$11.7M
Employees6
Clients6
DateDec 2021
Total AUM$119.3M
Discretionary$107.5M
Non-Disc.$11.8M
Employees6
Clients3