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Jason Keith Mitchell

CLEARWATER MANAGEMENT CO., INC.·ST PAUL, Minnesota
Unclaimed Profile
30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN 55101CRD# 5859466Firm CRD# 105307
01

About

Jason Keith Mitchell is a registered financial advisor based in ST PAUL, Minnesota, affiliated with CLEARWATER MANAGEMENT CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CLEARWATER MANAGEMENT CO., INC.
CLEARWATER MANAGEMENT CO., INC.
AUM
$3.8B
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CLEARWATER MANAGEMENT CO., INC. →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS.
Regulatory
SEC/IARD CRD# 5859466
Firm CRD# 105307
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Keith Mitchell offer?
Jason Keith Mitchell specializes in Investment Management, Retirement Planning. Contact their office in ST PAUL, Minnesota for a consultation.
What are Jason Keith Mitchell's credentials?
Jason Keith Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Keith Mitchell located?
Jason Keith Mitchell is based in ST PAUL, Minnesota, working with CLEARWATER MANAGEMENT CO., INC.. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.
How does Jason Keith Mitchell charge for services?
Jason Keith Mitchell's firm is compensated through percentage of aum, other: fixed % of committed capital or nav for private funds.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARWATER MANAGEMENT CO., INC.?
CLEARWATER MANAGEMENT CO., INC. has approximately 1 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)PLYMOUTH (97)BLOOMINGTON (93)
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MINNEAPOLIS GuideMINNETONKA GuideEDINA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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