Private company
Mischler Financial Group
Logo: Msichler Financial Group, Non-free logo, via Wikipedia3
Mischler Financial Group is the American boutique investment bank and brokerage that became the financial industry's first firm owned and operated by Service-Disabled Veterans. It is not only the financial services industry's oldest minority firm, Mischler was the first Finra member firm to become a service-Disabled Veteran-Owned Small Business.2 It was founded in 1994.1 It is headquartered in Newport Beach.1 Wikipedia text CC BY-SA 4.0
Last updated Oct 21, 2026.
Overview
- HeadquartersNewport Beach1
- Websitemischlerfinancial.com
- Legal formcompany1
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Mischler Financial Group is the American boutique investment bank and brokerage that became the financial industry's first firm owned and operated by Service-Disabled Veterans. It is not only the financial services industry's oldest minority firm, Mischler was the first Finra member firm to become a service-Disabled Veteran-Owned Small Business.2
Timeline
- 1994Founded Founded1
Funding
Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.
- PPP loans $1.5M
Figures by year
| Year | PPP loans | Total |
|---|---|---|
| 2020 | $1.5M | $1.5M |
PPP loans
Paycheck Protection Program loans of $150,000 and up, approved April 2020 to July 2021, from the SBA4. Matched to this company by name and state.
- Apr 27, 2020$1.5M PPP loan (first draw) from Live Oak Banking Company4To MISCHLER FINANCIAL GROUP, INC., Newport Beach CA; $1.5M forgiven Jan 20, 2021
Links
- Websitemischlerfinancial.com1
- WikipediaMischler Financial Group
- WikidataQ22078216
Sources
The numbers on this page point here. Each one links to the record it came from.
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