Mississippi Investment Management Co., LLC (Ridgeland)


Mississippi Investment Management Co., LLC is a large advisory firm based in Ridgeland. It manages $149.92 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Louisiana, Mississippi, and Texas.

Mississippi Investment Management Co. provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mississippi Investment Management Co.: assets under management

The assets under management (AUM) of Mississippi Investment Management Co., LLC is $149.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 207% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $149.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mississippi Investment Management Co., LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Bancplus Corporation Holding company of bankplus 1 Jun 2014 75% - 100% 640655312

Based in Ridgeland

The principal office where Mississippi Investment Management Co., LLC performs its advisory services is located at 1018 Highland Colony Pkwy, Ridgeland, MS 39157, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 601-607-4296 or by fax 601-607-4287. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.mymimco.com.