Unclaimed Profile

Miles H Green

MITCHELL CAPITAL MANAGEMENT CO·LEAWOOD, Kansas

Clean record3 years registeredMITCHELL CAPITAL MANAGEMENT CO

11460 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211-7822CRD# 7736025Firm CRD# 106338

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Miles H Green · LEAWOOD, KS

Registration

CRD #7736025 · MITCHELL CAPITAL MANAGEMENT CO · 3 years registered

Brand Profile

Not yet started

Career History

MITCHELL CAPITAL MANAGEMENT CO

May 2023 – present

Registrations & Exams

Registration record

First registered · May 19, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MITCHELL CAPITAL MANAGEMENT CO

CRD 106338 · SEC 801-29318

AUM

$763M

Regulatory assets under management

Employees

740 client accounts

Services offered by MITCHELL CAPITAL MANAGEMENT CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MITCHELL CAPITAL MANAGEMENT CO →

Introduction

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Frequently Asked Questions

What services does Miles H Green offer?

Miles H Green specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEAWOOD, Kansas for a consultation.

What are Miles H Green's credentials?

Miles H Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Miles H Green located?

Miles H Green is based in LEAWOOD, Kansas, working with MITCHELL CAPITAL MANAGEMENT CO. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.

How does Miles H Green charge for services?

Miles H Green'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 MITCHELL CAPITAL MANAGEMENT CO?

MITCHELL CAPITAL MANAGEMENT CO has approximately 9 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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