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Michael Kevin Mitchell

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia
Unclaimed Profile
2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 7676551Firm CRD# 142457
01

About

Michael Kevin Mitchell is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with MERIT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MERIT FINANCIAL GROUP, LLC
MERIT FINANCIAL ADVISORS
AUM
$7.3B
Regulatory assets under management
Employees
258
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 7676551
Firm CRD# 142457
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Kevin Mitchell offer?
Michael Kevin Mitchell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Michael Kevin Mitchell's credentials?
Michael Kevin Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Kevin Mitchell located?
Michael Kevin Mitchell is based in ALPHARETTA, Georgia, working with MERIT FINANCIAL GROUP, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Michael Kevin Mitchell charge for services?
Michael Kevin Mitchell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIT FINANCIAL GROUP, LLC?
MERIT FINANCIAL GROUP, LLC has approximately 258 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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