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Building 2MITCHELL CAPITAL MANAGEMENT CO

Map pinLEAWOOD, KS
Phone913-428-3222
NotebookSEC #801-29318
Total AUM
$847.3M
Employees
11
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11460 TOMAHAWK CREEK PARKWAY
SUITE 410
LEAWOOD
KS 66211-7822
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
913-428-3222

ReceiptFinancials

Total AUM
$847.3M
Accounts
876
Discretionary
$847.3M
Accounts
876
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
177
AUM
$70.7M
HNW Individual Clients
140
AUM
$507M
Banking Clients
4
AUM
$156.5M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
4
AUM
$34.1M
Investment Advisor Clients
1
AUM
$2M
Insurance Company Clients
1
AUM
$17M
Corporation or Business Clients
1
AUM
$679.3K
Other Clients
3
AUM
$59.4M
Description of Other Clients
TAFT, ASSOCIATION, CLIENT MANAGED

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILKSLAMONETNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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