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Leonard Curtis Mitchell

Principal And Sr. Portfolio MgrMeritage Portfolio Management, Inc.CRD 2113744

About Leonard Curtis Mitchell

Leonard Curtis Mitchell is listed as Principal And Sr. Portfolio Mgr at Meritage Portfolio Management, Inc. in Overland Park, KS. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Meritage Portfolio Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Leonard Curtis Mitchell work?

Leonard Curtis Mitchell is listed as Principal And Sr. Portfolio Mgr at Meritage Portfolio Management, Inc. on SEC Form ADV.

How much of Meritage Portfolio Management, Inc. does Leonard Curtis Mitchell own?

Form ADV reports a beneficial ownership band of 5-10%.

Meritage Portfolio Management, Inc.

TitlePrincipal And Sr. Portfolio Mgr
Ownership5-10%
Control personNo
Since2008
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