Mission Street Wealth Planning

Mission Street Wealth Planning (CRD# 115310) is a financial advisory firm headquartered in , . They manage $33,716,478 in 67 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.missionstreetwealth.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $503,231
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Mission Street Wealth Planning
Showing 1 - 2 of 2 top financial advisors.
1
Patricia Alexander, financial advisor Pasadena CA
Patricia A. Alexander
CRD#: 4538337
1210 E. Green St., Ste. 100, Pasadena, CA 91106

Patricia Alexander (CRD# 4538337) is an Investment Advisor Representative working at Mission Street Wealth Planning in Pasadena, CA and has over 21 years of experience in the finance industry.

2
Gary Pia, financial advisor South Pasadena CA
Gary E. Pia
CRD#: 856549
South Pasadena, CA

Gary Pia (CRD# 856549) is an Investment Advisor Representative and the owner and founder of Mission Street Wealth Planning in South Pasadena, CA. He has over 21 years of experience as a personal financial and investment advisor.

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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