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Building 2KROON & MITCHELL ASSET MANAGEMENT LLC

Map pinGRAND RAPIDS, MI
Phone616-356-2002
NotebookSEC #801-125974
Total AUM
$220.9M
Employees
5
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 PEARL STREET NW
STE 400
GRAND RAPIDS
MI 49503
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
616-356-2002

ReceiptFinancials

Total AUM
$220.9M
Accounts
729
Discretionary
$220.2M
Accounts
701
Non-Discretionary
$756.3K
Accounts
28

ContactClients

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Individual Clients
156
AUM
$165.7M
HNW Individual Clients
47
AUM
$55.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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