$24.2M Total AUM
$24.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
7 yrs Firm Age
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- Custodian
- Bank OF America · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha primeOak fusion
- Established Date
- 08-03-2018
- Office Locations
- 1
Office Locations
33 S Garfield ST Hinsdale IL
About Missio Investment Management LLC
Missio Investment Management LLC is a Hinsdale, IL RIA serving retail and institutional clients with active, risk-managed asset allocation delivered primarily through ETF-based SMAs. The firm also provides financial planning, tax and estate planning, and insurance guidance. Led by President/CCO Dale Wong; custody includes Charles Schwab.
Team overview
-- AVG AGE
$24.2M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Pioneer momentum
Investment Themes
Pioneer insight Capital beacon Horizon
Investment Vehicles
Insight pathway
Services
Prime atlas Vertex Peak Alpha oak Momentum zenith
Technology
Fusion beacon Horizon
Owner & Executives
Dale Wong
Chief Compliance Officer, President
- CRD
- #6979862
- Ownership
- 75% or more
(591) 674-8173
summit.matrix@primecapital.com
in linkedin.com/in/eagle-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,244,615 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,244,615 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,244,615
Equity - Exchange:
34.2% U.S. Government/Agency:
37.1% Cash:
28.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,676,982,257 | 34.2% |
| U.S. Government/Agency | $2,903,977,828 | 37.1% |
| Cash | $2,246,473,414 | 28.7% |
| Total | $7,827,433,499 | 100.0% |