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firm profile

Missionsquare Retirement

RIA Washington, DC CRD 108783 Last verified October 2026

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
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • High Net Worth Individuals
  • Individuals
  • Insurance Companies
Fee structure
Percentage of Assets

Executive officers 3 of 16

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

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