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FIRM PROFILE
Overview
MISSIONSQUARE WEALTH MANAGEMENT is located at 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240 and was first established at Philadelphia, Delaware in 12/31/1998. After operating for 27 years, MISSIONSQUARE WEALTH MANAGEMENT has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MISSIONSQUARE WEALTH MANAGEMENT’s clients are individuals and 0% of their clients are high net worth individuals. MISSIONSQUARE WEALTH MANAGEMENT has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MISSIONSQUARE WEALTH MANAGEMENT are registered to handle securities or provide financial advice. The firm has 5 disclosures, 3 being regulatory events, 0 being client events, and 2 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MISSIONSQUARE WEALTH MANAGEMENT‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MISSIONSQUARE WEALTH MANAGEMENT. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for MISSIONSQUARE WEALTH MANAGEMENT Comes From
Understanding the Statistics for MISSIONSQUARE WEALTH MANAGEMENT and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
Medium
(202) 962-4600
Delaware since 12/31/1998
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENT | MEMBER/OWNER | ||
| GANEY, PETER DAVIDSON | MANAGER | 2282691 | |
| HOGENDORN, SHANNON DANIEL | PRINCIPAL MANAGER | 3221945 | |
| HOGENDORN, SHANNON DANIEL | CHIEF OPERATIONS OFFICER | 3221945 | |
| RICHARDS, CLIFF LAWRENCE | CHIEF COMPLIANCE OFFICER | 2974428 | |
| WHITTY, RICHARD PATRICK | TREASURER/FINOP | 1988149 |
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Advisor's working at MISSIONSQUARE WEALTH MANAGEMENT
Zachary Pitman
Peter John Crowe
Susan Shaffer Trammel
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