M
CRD: 297612
Missions Services, LLC
Vienna, VA
3017105561
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2020
- Office Locations
- 1
Office Locations
-- Vienna VA
About Missions Services, LLC
Missions Services, LLC is a Vienna-based RIA. The firm has been operating for 5 years. Managing $2.1M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$700.0K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Owner & Executives
Z
ZHAOGANG QIAO
Associate, PRINCIPAL
- CRD
- #6968651
- Ownership
- 75% or more
(738) 716-1224
atlas.catalyst@elementcapital.com
in linkedin.com/in/atlas-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,100,000
Equity - Exchange:
51.0% Cash:
19.2% Equity - OTC:
29.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,892,435,121 | 51.0% |
| Cash | $1,465,387,340 | 19.2% |
| Equity - OTC | $2,274,403,266 | 29.8% |
| Total | $7,632,225,727 | 100.0% |