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MISSION HILLS FINANCIAL

SAN DIEGO, CA · CRD 126812 · IAPD ↗ · missionhillsfinancial.com · 619-294-9420

$152.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — MISSION HILLS FINANCIAL (SAN DIEGO, CA) left the SEC roster (was $152.7M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.