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William David Mitchell

MARBLE CAPITAL LP·HOUSTON, Texas
Unclaimed Profile
10000 MEMORIAL DRIVE, SUITE 950, HOUSTON, TX 77024CRD# 2630676Firm CRD# 285940
01

About

William David Mitchell is a registered financial advisor based in HOUSTON, Texas, affiliated with MARBLE CAPITAL LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MARBLE CAPITAL LP
MARBLE CAPITAL LP
AUM
$2.4B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at MARBLE CAPITAL LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2630676
Firm CRD# 285940
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William David Mitchell offer?
William David Mitchell specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are William David Mitchell's credentials?
William David Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William David Mitchell located?
William David Mitchell is based in HOUSTON, Texas, working with MARBLE CAPITAL LP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does William David Mitchell charge for services?
William David Mitchell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARBLE CAPITAL LP?
MARBLE CAPITAL LP has approximately 27 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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