Kroon & Mitchell Asset Management LLC

Kroon & Mitchell Asset Management LLC (CRD# 168120) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $165,277,585 in 644 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
29 Pearl Street Nw, Ste 400, Grand Rapids, MI 49503
https://www.facebook.com/kroonandmitchell/
By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $256,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, MI

Financial Advisors at Kroon & Mitchell Asset Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Phillip Mitchell, financial advisor Grand Rapids MI
Phillip Mitchell
CRD#: 6251940
29 Pearl Street Nw, Ste 400, Grand Rapids, MI 49503

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.

2
Joshua Bilisko, financial advisor Grand Rapids MI
Joshua T. Bilisko
CRD#: 7295532
29 Pearl Street Nw, Ste 400, Grand Rapids, MI 49503

Joshua Bilisko (CRD# 7295532) is an Investment Advisor Representative working at Kroon & Mitchell Asset Management LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

3
Robert Roper, financial advisor Grand Rapids MI
Robert A. Roper
CRD#: 7827232
29 Pearl Street Nw, Ste 400, Grand Rapids, MI 49503

Robert Roper (CRD# 7827232) is an Investment Advisor Representative working at Kroon & Mitchell Asset Management LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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