Mitchell Advisory Inc.
Mitchell Advisory Inc. (CRD# 109447) is a financial advisory firm headquartered in Reston, VA. They manage $56,694,601 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management57MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$960,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Mitchell Martin (CRD# 2070055) is an Investment Advisor Representative working at Mitchell Advisory Inc. in Reston, VA and has over 31 years of experience in the finance industry. Mitchell Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.