M
$310.9M Total AUM
$266.7M Disc. AUM
-- 3Y CAGR
6 Employees
377 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- GlacierEmber +more
- Established Date
- 01-04-2021
- Office Locations
- 3
Office Locations
110 N Mitchell ST Suite A Cadillac MI
732 S. 6TH St. #4119 LAS Vegas NV
-- Kilauea HI
About Mission Financial Group, LLC
Mission Financial Group provides retirement-focused financial planning and portfolio management with a family office feel, serving retirees and those within 5 years of retirement. Services span household and business planning, tax efficiency, generational wealth transfers, and alternative investment implementation. The firm emphasizes independent, AIF fiduciary advice through a step-by-step “Mission Master Plan,” with monthly check-ups and a 24/7 eMoney financial dashboard.
Team overview
39 AVG AGE
$62.2M AVG AUM / ADVISOR
$824.7K AVG AUM / CLIENT
2.8 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
5yrs Firm Age
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Asset Classes
North Unison Catalyst value Vertex ember Matrix Ember Delta Pioneer
Client Personas
Legacy focus
Custodian
Zenith momentum Bridge Beacon alpha Harbor bridge Bridge matrix Momentum ridge
Investment Themes
Eagle Focus Oak
Investment Vehicles
Meridian ember Vector prime
Platform
Value capital Foundation
Services
Element Prime focus Vital matrix Element catalyst Harbor pioneer Summit vertex Signal wave Meridian Pathway ridge
Technology
Pathway unison Capital North vertex Glacier pathway Wave
Owner & Executives
N
Nicholas Paul Abbott
Co-founder
- CRD
- #4818301
- Ownership
- 50% but less than 75%
(597) 223-1939
eagle.legacy@signalcapital.com
in linkedin.com/in/pioneer-pioneer
CLIFTON M YASUTOMI
Chief Compliance Officer, Co-founder
- CRD
- #5081023
- Ownership
- 25% but less than 50%
(331) 283-3922
beacon.meridian@atlascapital.com
in linkedin.com/in/eagle-value
Showing 2 of 2 owners & executives
Unlock allContacts
M
MICHAEL J COOK
--
- CRD
- #5901682
(504) 814-6787
glacier.quantum@matrixcapital.com
in linkedin.com/in/oak-element
Dustin Robert Insley
Financial Advisor
- CRD
- #6609589
(815) 539-1127
atlas.meridian@primecapital.com
in linkedin.com/in/signal-prime
V
Value signal
Pioneer momentum
- CRD
- #67428
(630) 571-8080
harbor.north@focuscapital.com
in linkedin.com/in/delta-vital
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $266,655,848 | $255,662 |
| Non-Discretionary | $44,256,671 | $1,770,267 |
| Total | $310,912,519 | $291,117 |
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Separately Managed Accounts
Total SMA Asset: $310,912,519
Public Funds:
17.9% Equity - Exchange:
32.1% Cash:
15.2% Corporate - Investment Grade:
28.1% Equity - OTC:
6.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $369,226,261 | 17.9% |
| Equity - Exchange | $662,132,010 | 32.1% |
| Cash | $313,532,915 | 15.2% |
| Corporate - Investment Grade | $579,623,349 | 28.1% |
| Equity - OTC | $138,202,008 | 6.7% |
| Total | $2,062,716,543 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST GLACIER | RADIAL CATALYST | MFY8TIP7W | NUNT | 0.98% | $116,503,190 |
| BRIDGE FRONTIER CREST | NORTH RADIAL | QIN80IZ4O | DNCLB | 5.87% | $34,956,528 |
| SUMMIT RIDGE PATHWAY | SIGNAL ZENITH | JUOBMYFAG | SZMX | 7.74% | $71,279,274 |
| TIMBER CATALYST CAPITAL | PEAK FUSION | 17CTJRAER | HXX | 11.33% | $21,002,928 |
| VALUE SIGNAL | MOMENTUM FUSION | DUTI7C4M7 | ELPE | 7.64% | $57,582,044 |
| WAVE OPTIMA FOUNDATION | MATRIX ALPHA | RRTTGM3N0 | AOR | 3.86% | $6,043,661 |
| SIGNAL OPTIMA | INSIGHT CREST | W0VEDJ0AP | ZPGUA | 11.11% | $87,293,028 |
| FUSION MOMENTUM WAVE | HARBOR ALPHA | 6CDYR3LQV | OGO | 2.90% | $115,669,476 |