firm profile
Missionsquare Retirement
Overview
Missionsquare Retirement is an SEC registered investment adviser based in Washington, DC, registered since 1983. It reports $6.3B in assets under management across 53,695 accounts, with 553 employees. It has 131 investment adviser representatives.
- Reported AUM
- $6.3B
- Discretionary
- 91%
- Accounts
- 53,695
- Average account
- $117K
- Employees
- 553
- Advisory reps
- 131
- Registered since
- 1983
- Jurisdictions
- 53
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 16
- Andre David Robinson Director, Chief Executive Officer, President CRD 3161714
- Andrew Raymond Whiting Senior Vice President, Chief Sales Officer CRD 5047620
- Druery Thorn Holloway Senior Vice President, Chief Strategy Officer CRD 6035229
13 more executive officers, with direct contact details
Advisory reps 3 of 131
- Nancy Agaiby Registered Rep · Investment Adviser Rep CRD 2531916
- Sandra Aguilar Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4385180
- Cengiz M Akyol Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4584292
128 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 777 N Capitol St NE Ste 600
Washington, DC 20002 - County
- District of Columbia
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: icmarc.org
Every state, with registration dates
Similar firms near Washington
- The Carlyle GroupWashington, DC$284B AUM
- Missionsquare InvestmentsWashington, DC$52.9B AUM
- Calvert Research and ManagementWashington, DC$40.3B AUM
- Eig Management Company, LLCWashington, DC$22.2B AUM
- Fiduciary Counselors Inc.Washington, DC$20.3B AUM
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