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Marvin L. Mitchell

COMPASS RETIREMENT GROUP LLC·ST. LOUIS, Missouri
Unclaimed Profile
10326 OLD OLIVE STREET ROAD, ST. LOUIS, MO 63141CRD# 5324636Firm CRD# 282420
01

About

Marvin L. Mitchell is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with COMPASS RETIREMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPASS RETIREMENT GROUP LLC
COMPASS RETIREMENT GROUP LLC
AUM
$99M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at COMPASS RETIREMENT GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5324636
Firm CRD# 282420
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marvin L. Mitchell offer?
Marvin L. Mitchell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Marvin L. Mitchell's credentials?
Marvin L. Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marvin L. Mitchell located?
Marvin L. Mitchell is based in ST. LOUIS, Missouri, working with COMPASS RETIREMENT GROUP LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Marvin L. Mitchell charge for services?
Marvin L. 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 COMPASS RETIREMENT GROUP LLC?
COMPASS RETIREMENT GROUP LLC has approximately 9 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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