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MISSION TRAILS FINANCIAL

SAN DIEGO, CA · CRD 173836 · IAPD ↗ · missiontf.com · (619) 419-0238

$168.0MRegulatory AUM
4Advisory reps
6Employees
3Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — MISSION TRAILS FINANCIAL (SAN DIEGO, CA) left the SEC roster (was $168.0M RAUM, 4 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
60
March 2024 — MISSION TRAILS FINANCIAL reported RAUM up 29% ($130.6M -> $168.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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