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Building 2MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.

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Phone251-471-2027
NotebookSEC #801-65005
Total AUM
$2.7B
Employees
15
Clients
1,046

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 4:30PM
Monday - Friday
Phone
251-471-2027

ReceiptFinancials

Total AUM
$2.7B
Accounts
2,420
Discretionary
$1.9B
Accounts
2,333
Non-Discretionary
$749.9M
Accounts
87

ContactClients

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Individual Clients
538
AUM
$170.2M
HNW Individual Clients
397
AUM
$1.6B
Pension/Profit Sharing Plan Clients
76
AUM
$775.8M
Charitable Organization Clients
12
AUM
$92.7M
Government Entity Clients
1
AUM
$11.5M
Corporation or Business Clients
22
AUM
$38.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
FIDUCIARY ADVICE & INVESTMENT ADVICE TO 401(K) PLANS/PARTICIPANTS (SEE SCHD. D - MISC.), AS WELL AS GENERAL BOOKKEEPING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
ALFLGALAMSNCTNTXVA

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

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