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- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- Ridge vitalOak catalyst +more
- Established Date
- 01-19-1983
- Office Locations
- 114
Office Locations
About Missionsquare Retirement
MissionSquare Retirement provides retirement plans (including 457(b), 401(k), and 403(b)) and a menu of investment options for participants and plan sponsors, with optional investment advisory services and access to CFP® professionals. It also publishes Washington Perspective, public-sector research, and market insights—helpful context for distribution teams focused on public-sector retirement markets.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TANYA ANNE ANGE
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
BRIAN WILLIAM CLARKE
DIRECTOR, Managing Partner
- CRD
- --
- Ownership
- Less than 5%
Element foundation
Peak momentum
- CRD
- #34389
- Ownership
- 24.3%
Showing 2 of 15 owners & executives
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NANCY AGAIBY
--
- CRD
- #2531916
SANDRA AGUILAR
--
- CRD
- #4385180
Bridge bridge
Foundation vertex pathway
- CRD
- #67708
Showing 2 of 146 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,740,508,954 | $106,912 |
| Non-Discretionary | $567,707,134 | $567,707,134 |
| Total | $6,308,216,088 | $117,482 |
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Separately Managed Accounts
Total SMA Asset: $6,308,216,088
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,107,518,630 | 36.2% |
| Private Funds | $5,476,786,977 | 63.8% |
| Total | $8,584,305,607 | 100.0% |