Mitchell Portfolio Management, LP
Mitchell Portfolio Management, LP (CRD# 164841) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $168,087,168 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management168MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$84,043,584
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
William Mitchell (CRD# 5923146) is an Investment Advisor Representative working at Mitchell Portfolio Management, LP in Costa Mesa, CA and has over 5 years of experience in the finance industry.