MITCHELL PORTFOLIO MANAGEMENT, L.P.

COSTA MESA, California·5 registered advisors·CRD# 164841
SEC# 802-1317350714-432-5300
01

Firm Overview

AUM
$163M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at MITCHELL PORTFOLIO MANAGEMENT, L.P.

5 registered advisors
Andrew James Mitchell
COSTA MESA, California
Gary Wayne Nielson
COSTA MESA, California
James Eldon Mitchell
COSTA MESA, California
Michael A Mitchell
COSTA MESA, California
William Edward Mitchell
COSTA MESA, California
05

Office Locations

COSTA MESA, California
5 advisors

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Data sourced from SEC Form ADV filings. MITCHELL PORTFOLIO MANAGEMENT, L.P. (CRD# 164841) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.