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MISSION RETIREMENT
JOSEPH HOPKINS AND ASSOCIATES LLC
CRD 315964
11619 SPRING CYPRESS ROAD, STE. B, TOMBALL, TX, 77377, United States
Phone
(832) 559-8777
Fax
(832) 559-8787
Registration
— (—)
Source
State registered
Total AUM
$67.1M
Discretionary AUM
$67.1M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $30.3M |
| High net worth individuals | 15 | $33.8M |
| Pension/profit sharing plans | 3 | $2.9M |
| Corporations/business entities | 2 | $137K |
All web addresses on file
Official SEC filing: View on IAPD