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MISSION PRIME LLC

GUAYNABO, PR · CRD 318328 · IAPD ↗ · 787-487-5843

$2.35BRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2024 — MISSION PRIME LLC reported RAUM up 55% ($1.37B -> $2.12B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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