Phillip Mitchell
CRD Number: 6251940Current Firm: Kroon & Mitchell Asset Management LLC
Compensation Model: Fee Only
Phillip Mitchell (CRD# 6251940) is an Investment Advisor Representative working at Kroon & Mitchell Asset Management LLC in Grand Rapids, MI and has over 18 years of experience in the finance industry.
Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kroon & Mitchell Asset Management LLC | Grand Rapids, MI | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
- GA
- MI
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts644ACCOUNTS
-
Average Account Value$256,642
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, MI
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