Missionsquare Retirement

Missionsquare Retirement (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $668,171,497 in 1 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
https://www.youtube.com/c/missionsquareretirement
By the Numbers
  • Total Assets Under Management
    668
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $668,171,497
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Missionsquare Retirement
Showing 121 - 130 of 152 top financial advisors.
121
Ryan Bertrand, financial advisor Washington DC
Ryan M. Bertrand
CRD#: 6336898
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Ryan Bertrand (CRD# 6336898) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 7 years of experience in the finance industry.

122
Peter Crowe, financial advisor Washington DC
Peter J. Crowe
CRD#: 1757874
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Peter Crowe (CRD# 1757874) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 32 years of experience in the finance industry.

123
Thomas Dawes, financial advisor Yucaipa CA
Thomas H. Dawes
CRD#: 3179360
Yucaipa, CA

Thomas Dawes (CRD# 3179360) is an Investment Advisor Representative working at Missionsquare Retirement in Yucaipa, CA and has over 24 years of experience in the finance industry.

124
Amy Dinges, financial advisor Washington DC
Amy E. Dinges
CRD#: 7026406
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Amy Dinges (CRD# 7026406) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 4 years of experience in the finance industry.

125
Denise Dunlap, financial advisor Richmond VA
Denise L. Dunlap
CRD#: 4097615
Richmond, VA

Denise Dunlap (CRD# 4097615) is an Investment Advisor Representative working at Missionsquare Retirement in Richmond, VA and has over 4 years of experience in the finance industry.

126
Douglas Featherstone, financial advisor Royal Oak MI
Douglas G. Featherstone
CRD#: 5691203
Royal Oak, MI

Douglas Featherstone (CRD# 5691203) is an Investment Advisor Representative working at Missionsquare Retirement in Royal Oak, MI and has over 14 years of experience in the finance industry.

127
Jack Fessler, financial advisor Washington DC
Jack Fessler
CRD#: 7876737
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Jack Fessler (CRD# 7876737) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has 1 year of experience in the finance industry.

128
Amaya Fine, financial advisor Washington DC
Amaya A. Fine
CRD#: 7251225
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Amaya Fine (CRD# 7251225) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 3 years of experience in the finance industry.

129
Erik Gabrich, financial advisor Washington DC
Erik M. Gabrich
CRD#: 7322370
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Erik Gabrich (CRD# 7322370) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 3 years of experience in the finance industry.

130
Juan Gomez-Garcia, financial advisor Washington DC
Juan D. Gomez-Garcia
CRD#: 4958995
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Juan Gomez-Garcia (CRD# 4958995) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 16 years of experience in the finance industry.

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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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