Kroon & Mitchell Asset Management LLC

Kroon & Mitchell Asset Management LLC (CRD# 168120) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $20,927,057 in 149 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Kroon & Mitchell Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
Phillip Mitchell
CRD#: 6251940
245 Federal Square, 29th Pearl Street Nw, 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 17 years of experience in the finance industry.

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