$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2017
- Office Locations
- 1
Office Locations
-- Cherry Hill NJ
About CO-Missions Financial Planning
Co-Missions Financial Planning delivers individualized financial planning and advice, aligning clients’ financial objectives with social goals. Services include comprehensive plan delivery, careful analysis, tax-efficient planned giving, and insurance management. The practice is retail-focused and implements portfolios primarily with ETFs, with custody options including Charles Schwab.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$135.0K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
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Owner & Executives
J
JANEL PURSELL MANELLA
Advisor, Chief Compliance Officer, President
- CRD
- #4642356
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,295,839 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,295,839 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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