MISSIONSQUARE WEALTH MANAGEMENT
  • MISSIONSQUARE WEALTH MANAGEMENT
  • ICMA - RC SERVICES, INC.
  • MISSIONSQUARE INVESTMENT SERVICES
  • ICMA-RC SERVICES, LLC

Adviser Profile

As of Date 07/27/2026
Registration SEC, Approved, 02/18/2026
ADV Location WASHINGTON, DC, United States
Contact Info 800 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 208
of those in investment advisory functions 26
Private Fund GAV* 0
% High Net Worth 50.00%
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees