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 $762,701,319 assets under management, offering retirement planning & investment advisory services to 740 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106338 |
SEC# | 801-29318 |
Assets Managed by Firm | $762,701,319 |
No. of Clients | 740 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 740 | $762,701,319 |
Individuals (other than high net worth individuals) | 153 | $68,814,546 |
High net worth individuals | 121 | $472,963,258 |
Pension and profit sharing plans | 1 | $2,288,782 |
Charitable organizations | 4 | $27,122,321 |
Other investment advisers | 3 | $9,585,713 |
Corporations or other businesses | 1 | $428,317 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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