0001624301-14-000001.txt : 20141218
0001624301-14-000001.hdr.sgml : 20141218
20141218105305
ACCESSION NUMBER: 0001624301-14-000001
CONFORMED SUBMISSION TYPE: MA
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20141124
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Mission Trail Advisors, LLC
CENTRAL INDEX KEY: 0001624301
IRS NUMBER: 462766270
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-01278
FILM NUMBER: 141294681
BUSINESS ADDRESS:
STREET 1: ONE SANSOME STREET, SUITE 3500
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
BUSINESS PHONE: 415-742-2999
MAIL ADDRESS:
STREET 1: ONE SANSOME STREET, SUITE 3500
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
MA
1
primary_doc.xml
MA
0001624301
XXXXXXXX
Everardo Trujillo
415-742-2999
lalo@missiontrailadvisors.com
missiontrailadvisors@yahoo.com
Mission Trail Advisors, LLC
46-2766270
866-01357-00
ONE SANSOME STREET, SUITE 3500
SAN FRANCISCO
CA
94104
415-742-2999
Add
831-261-8966
N
ONE SANSOME STREET, SUITE 3500
SAN FRANCISCO
CA
94104
www.missiontrailadvisors.com
Everardo
Lua
Trujillo
831-261-8966
lalo@missiontrailadvisors.com
Add
Mission Trail Advisors, LLC
831-261-8966
All books and records are kept at this location.
December
CA
05-09-2013
N
1
1
0
0
0
5
Municipal Entities
Non-profit organizations
0
0
0
Not Applicable
Hourly Charges
Contingent Fees
Not Applicable
Advice Insurance Of MS
Advice Investment Of Proceeds MS
Advice ME Investments
Advice Guaranteed IC
Advice Use Of MD
Advice On Selection
N
Real estate broker or dealer
Other municipal advisor
1
Add
Other municipal advisor
Everardo Lua Trujillo
Municipal Advisor
Y
Y
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
Y
N
Everardo
Lua
Trujillo
President
05-09-2013
E
Y
Everardo Trujillo
Everardo Lua Trujillo
President
11-24-2014
N
N
N
N
N
Y
N
Y
N
N
Y
N
N
N
N
N
N
N
N
N
N