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Phillip Mitchell

KROON & MITCHELL ASSET MANAGEMENT LLC·GRAND RAPIDS, Michigan
Series 65Clean record12 years registeredKROON & MITCHELL ASSET MANAGEMENT LLC
29 PEARL STREET NW, GRAND RAPIDS, MI 49503CRD# 6251940Firm CRD# 168120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Mitchell · GRAND RAPIDS, MI
Registration
CRD #6251940 · KROON & MITCHELL ASSET MANAGEMENT LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

KROON & MITCHELL ASSET MANAGEMENT LLC
Oct 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 31, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KROON & MITCHELL ASSET MANAGEMENT LLC
CRD 168120 · SEC 801-125974
AUM
$165M
Regulatory assets under management
Employees
5
644 client accounts
Services offered by KROON & MITCHELL ASSET MANAGEMENT LLC
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 KROON & MITCHELL ASSET MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Phillip Mitchell offer?
Phillip Mitchell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Phillip Mitchell's credentials?
Phillip Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Mitchell located?
Phillip Mitchell is based in GRAND RAPIDS, Michigan, working with KROON & MITCHELL ASSET MANAGEMENT LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Phillip Mitchell charge for services?
Phillip Mitchell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KROON & MITCHELL ASSET MANAGEMENT LLC?
KROON & MITCHELL ASSET MANAGEMENT LLC has approximately 5 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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