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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KLINE, BRIGAND, WADE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KLINE, BRIGAND, WADE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KLINE, BRIGAND, WADE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KLINE, BRIGAND, WADE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KLINE, BRIGAND, WADE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KLINE, BRIGAND, WADE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KLINE, BRIGAND, WADE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KLINE, KRISTEN, NICOLE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| KLINE, KRISTEN, NICOLE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| KLINE, KRISTEN, NICOLE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| KLINE, KRISTEN, NICOLE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| KLINE, KRISTEN, NICOLE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| KLINE, KRISTEN, NICOLE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| KLINE, KRISTEN, NICOLE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 27, 2024 REGISTERED
Notice Filings (8)
AZ CA CO FL HI LA MT TX
Address
7187 NAVAJO ROADSUITE B
SAN DIEGO, CA 92119
United States
Phone: (619) 419-0238