0001624301-15-000002.txt : 20150427
0001624301-15-000002.hdr.sgml : 20150427
20150426132951
ACCESSION NUMBER: 0001624301-15-000002
CONFORMED SUBMISSION TYPE: MA-A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150324
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-A
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-01278
FILM NUMBER: 15793357
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-A
1
primary_doc.xml
MA-A
0001624301
XXXXXXXX
Everardo Trujillo
415-742-2999
lalo@missiontrailadvisors.com
missiontrailadvisors@yahoo.com
12-31-2014
Y
Mission Trail Advisors, LLC
46-2766270
866-01357-00
867-01278
831-261-8966
Amend
One Sansome Street
Suite 3500
San Francisco
CA
94104
415-742-2999
415-671-6533
Add
415-298-3319
Y
ONE SANSOME STREET, SUITE 3500
SAN FRANCISCO
CA
94104
www.missiontrailadvisors.com
Everardo
Lua
Trujillo
831-261-8966
lalo@missiontrailadvisors.com
December
CA
05-09-2013
N
2
2
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 On Selection
Other
Dissemination Agent; Energy Efficiency feasibility
N
Real estate broker or dealer
Other municipal advisor
2
Amend
Other municipal advisor
Everardo Lua Trujillo
Lalo Trujillo
Y
Y
N
Add
Other municipal advisor
Steven Jay Gortler
Steven Gortler
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
Add
Everardo
Lua
Trujillo
President
05-09-2013
E
Y
Everardo Trujillo
Everardo Trujillo
President
03-24-2015
N
N
N
N
N
Y
N
Y
Y
N
N
N
N
N
N
N
N
N
N
N
N