Mission Advisors, LP

Mission Advisors, LP (CRD# 114285) is a financial advisory firm headquartered in Terrell Hills, TX. They manage $45,729,990 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 Aylesbury Hills Street, Suite 1425, Terrell Hills, TX 78209
https://missionadv.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $1,016,222
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Mission Advisors, LP
Showing 1 - 1 of 1 top financial advisors.
1
Dana McGinnis, financial advisor Terrell Hills TX
Dana F. McGinnis
CRD#: 829095
101 Aylesbury Hills Street, Suite 1425, Terrell Hills, TX 78209

Dana McGinnis (CRD# 829095) is an Investment Advisor Representative working at Mission Advisors, LP in Terrell Hills, TX and has over 44 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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