M
CRD: 328104
Missional Advisor Group
Mount Pleasant, SC, 29466
6302483575
$42.0M Total AUM
$42.0M Disc. AUM
-- 3Y CAGR
1 Employees
280 ADV. Clients
2 yrs Firm Age
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- Custodian
- Capital Group ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-21-2023
- Office Locations
- 1
Office Locations
1240 Winnowing WAY Unit 102 Mount Pleasant SC
About Missional Advisor Group
Missional Advisor Group is a Mount Pleasant-based RIA. The firm has been operating for 2 years. Managing $42.0M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and LPL Financial. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
42 AVG AGE
$42.0M AVG AUM / ADVISOR
$150.0K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Vector delta Peak eagle
Investment Themes
Delta delta Vertex horizon Timber unison
Investment Vehicles
Crest Wave Capital bridge
Services
Focus alpha Signal Prime glacier Wave frontier
Owner & Executives
TROY GARRETT ZIMMERMAN
Chief Compliance Officer, Owner
- CRD
- #4918127
- Ownership
- 75% or more
(276) 223-7984
unison.vertex@zenithcapital.com
in linkedin.com/in/vector-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,000,000
Public Funds:
29.8% Equity - Exchange:
18.4% Cash:
51.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,758,973,523 | 29.8% |
| Equity - Exchange | $1,086,077,612 | 18.4% |
| Cash | $3,057,544,581 | 51.8% |
| Total | $5,902,595,716 | 100.0% |