Mitchell & Pahl Private Wealth
Mitchell & Pahl Private Wealth (CRD# 307625) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $354,445,250 in 900 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Mitchell & Pahl Private Wealth
By the Numbers
-
Total Assets Under Management354MILLION
-
Total Number of Accounts900ACCOUNTS
-
Average Account Value$393,828
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, NE, OK, TX
Financial Advisors at Mitchell & Pahl Private Wealth
1
Brian Mitchell (CRD# 4498478) is an Investment Advisor Representative working at Mitchell & Pahl Private Wealth in Oklahoma City, OK and has over 22 years of experience in the finance industry.
2
Candace Pahl (CRD# 4688775) is an Investment Advisor Representative working at Mitchell & Pahl Private Wealth in Oklahoma City, OK and has over 18 years of experience in the finance industry.
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