MISSION FINANCIAL GROUP, LLC
CRD #311876 SEC #801-120042 LAS VEGAS, NV 808-445-9965
SEC Registered
Total AUM
$232.8M
Discretionary
$202.7M
Employees
8
Clients
0
Accounts
897
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $232.8M | $202.7M | $30.1M | 8 | 0 |
| Aug 2025 | $232.8M | $202.7M | $30.1M | 8 | 0 |
| Jul 2025 | $232.8M | $202.7M | $30.1M | 8 | 0 |
| Jan 2025 | $232.8M | $202.7M | $30.1M | 8 | 0 |
| Aug 2024 | $178.3M | $170.1M | $8.2M | 3 | 5 |
| Mar 2024 | $178.3M | $170.1M | $8.2M | 3 | 5 |
| Jul 2023 | $130.8M | $122.4M | $8.5M | 3 | 5 |
| Feb 2023 | $130.8M | $122.4M | $8.5M | 3 | 5 |
| Apr 2022 | $108.6M | $100.1M | $8.5M | 4 | 6 |
| Mar 2022 | $108.6M | $100.1M | $8.5M | 4 | 6 |
| Oct 2021 | $116.5M | $92.3M | $24.2M | 4 | 0 |
| Oct 2021 | $116.5M | $92.3M | $24.2M | 4 | 0 |
| Jul 2021 | $116.5M | $92.3M | $24.2M | 4 | 0 |
| Jan 2021 | $0 | $0 | $0 | 4 | 0 |
| Jan 2021 | $0 | $0 | $0 | 4 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$232.8M
Discretionary$202.7M
Non-Disc.$30.1M
Employees8
Clients0
DateAug 2025
Total AUM$232.8M
Discretionary$202.7M
Non-Disc.$30.1M
Employees8
Clients0
DateJul 2025
Total AUM$232.8M
Discretionary$202.7M
Non-Disc.$30.1M
Employees8
Clients0
DateJan 2025
Total AUM$232.8M
Discretionary$202.7M
Non-Disc.$30.1M
Employees8
Clients0
DateAug 2024
Total AUM$178.3M
Discretionary$170.1M
Non-Disc.$8.2M
Employees3
Clients5
DateMar 2024
Total AUM$178.3M
Discretionary$170.1M
Non-Disc.$8.2M
Employees3
Clients5
DateJul 2023
Total AUM$130.8M
Discretionary$122.4M
Non-Disc.$8.5M
Employees3
Clients5
DateFeb 2023
Total AUM$130.8M
Discretionary$122.4M
Non-Disc.$8.5M
Employees3
Clients5
DateApr 2022
Total AUM$108.6M
Discretionary$100.1M
Non-Disc.$8.5M
Employees4
Clients6
DateMar 2022
Total AUM$108.6M
Discretionary$100.1M
Non-Disc.$8.5M
Employees4
Clients6
DateOct 2021
Total AUM$116.5M
Discretionary$92.3M
Non-Disc.$24.2M
Employees4
Clients0
DateOct 2021
Total AUM$116.5M
Discretionary$92.3M
Non-Disc.$24.2M
Employees4
Clients0
DateJul 2021
Total AUM$116.5M
Discretionary$92.3M
Non-Disc.$24.2M
Employees4
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0