MITCHELL GROUP INC
Total AUM
$168.2M
Employees
5Clients
52Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
712 MAIN STREET
SUITE 3100
HOUSTON
TX 77002
United States
SUITE 3100
HOUSTON
TX 77002
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
713-759-2070
Financials
Total AUM
$168.2M
Accounts
50Discretionary
$168.2M
Accounts
50Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
35AUM
$54.3M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
1AUM
$5.3M
Pension/Profit Sharing Plan Clients
1AUM
$17.5M
Charitable Organization Clients
7AUM
$38.8M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$1.5M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$6.2M
Other Clients
1AUM
$44.5M
Description of Other Clients
ENDOWMENT
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT RECOMMENDATIONS TO NON-DISCRETIONARY CLIENTS
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.