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Kroon & Mitchell Asset Management LLC

● SEC registered since 2022CRD 168120SEC# 801-125974Grand Rapids, MI
Export (members)
Reg. AUM
$192.7M
Employees
6
Accounts
753
Location
Grand Rapids, MI

Kroon & Mitchell Asset Management LLC assets under management

Kroon & Mitchell Asset Management LLC is an SEC-registered investment adviser based in Grand Rapids, MI. The firm has been registered since 2022. It reports $192.7 million in regulatory assets under management and employs 6 people.
twitter.com/kroonmitchellView on SEC.gov ↗

Kroon & Mitchell Asset Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Phillip Mitchell ControlPresident, Chief Compliance Officer, Ceo Of BusinessOver 75%2012

Frequently asked questions

How much does Kroon & Mitchell Asset Management LLC manage?

Kroon & Mitchell Asset Management LLC reports $192.7 million in regulatory assets under management on its Form ADV.

How many employees does Kroon & Mitchell Asset Management LLC have?

Kroon & Mitchell Asset Management LLC reports 6 employees.

Where is Kroon & Mitchell Asset Management LLC located?

Kroon & Mitchell Asset Management LLC is based in Grand Rapids, MI and has been SEC-registered since 2022.

Does Kroon & Mitchell Asset Management LLC disclose fund performance?

Kroon & Mitchell Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address29 Pearl Street NW, Ste 400, Grand Rapids, MI 49503
Phone616-356-2002
Fax616-356-2051
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$192.4M
Non-discretionary$271K
Total (RAUM)$192.7M