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Building 2MITCHELL GROUP INC

Map pinHOUSTON, TX
Phone713-759-2070
NotebookSEC #801-34644
Total AUM
$168.2M
Employees
5
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
712 MAIN STREET
SUITE 3100
HOUSTON
TX 77002
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
713-759-2070

ReceiptFinancials

Total AUM
$168.2M
Accounts
50
Discretionary
$168.2M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
35
AUM
$54.3M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
1
AUM
$5.3M
Pension/Profit Sharing Plan Clients
1
AUM
$17.5M
Charitable Organization Clients
7
AUM
$38.8M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$1.5M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$6.2M
Other Clients
1
AUM
$44.5M
Description of Other Clients
ENDOWMENT

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT RECOMMENDATIONS TO NON-DISCRETIONARY CLIENTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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