11460 Tomahawk Creek Parkway
Suite 410
Leawood, Kansas 66211-7822
Tel: 913-428-3222
MITCHELL CAPITAL MANAGEMENT CO, formally registered with the SEC as MITCHELL CAPITAL MANAGEMENT CO. The firm was established in 04/07/1987. They have over 1 offices throughout the country.
MITCHELL CAPITAL MANAGEMENT CO is a Leawood, Kansas based Financial Planning firm with nearly $661,286,384 assets under management, offering retirement planning & investment advisory services to 707 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 106338 |
SEC# | 801-29318 |
Assets Managed by Firm | $661,286,384 |
No. of Clients | 707 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 707 | $661,286,384 |
Individuals (other than high net worth individuals) | 160 | $67,485,113 |
High net worth individuals | 108 | $385,830,961 |
Pension and profit sharing plans | 1 | $2,176,960 |
Charitable organizations | 4 | $22,704,515 |
Other investment advisers | 3 | $33,793,181 |
Corporations or other businesses | 1 | $312,606 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
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