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Amy Marie Mitchell

MILES CAPITAL, INC.·WEST DES MOINES, Iowa
SIE, Series 7, Series 63Clean recordMILES CAPITAL, INC.
1415 28TH STREET, WEST DES MOINES, IA 50266-1461CRD# 4658248Firm CRD# 105376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Marie Mitchell · WEST DES MOINES, IA
Registration
CRD #4658248 · MILES CAPITAL, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MILES CAPITAL, INC.
CRD 105376 · SEC 801-17430
AUM
$1.5B
Regulatory assets under management
Employees
13
75 client accounts
Services offered by MILES CAPITAL, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at MILES CAPITAL, INC. →
Introduction

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Frequently Asked Questions

What services does Amy Marie Mitchell offer?
Amy Marie Mitchell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Amy Marie Mitchell's credentials?
Amy Marie Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Marie Mitchell located?
Amy Marie Mitchell is based in WEST DES MOINES, Iowa, working with MILES CAPITAL, INC.. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Amy Marie Mitchell charge for services?
Amy Marie Mitchell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILES CAPITAL, INC.?
MILES CAPITAL, INC. has approximately 13 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MILES CAPITAL, INC.

Allen William Goody
WEST DES MOINES, IA
Laurie Lynn Mardis
WEST DES MOINES, IA
Gweneth Kay Gosselink
WEST DES MOINES, IA

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Research
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