KROON & MITCHELL ASSET MANAGEMENT LLC

29 Pearl Street Nw
Ste 400
Grand Rapids, Michigan 49503
Tel: 616-356-2002

About KROON & MITCHELL ASSET MANAGEMENT LLC

KROON & MITCHELL ASSET MANAGEMENT LLC, formally registered with the SEC as KROON & MITCHELL ASSET MANAGEMENT LLC. The firm was established in 06/28/2022. They have over 1 offices throughout the country.

KROON & MITCHELL ASSET MANAGEMENT LLC is a Grand Rapids, Michigan based Financial Planning firm with nearly $192,662,915 assets under management, offering retirement planning & investment advisory services to 753 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168120
SEC#	801-125974
Assets Managed by Firm	$192,662,915
No. of Clients	753
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	753	$192,662,915
Individuals (other than high net worth individuals)	220	$143,748,155
High net worth individuals	81	$48,143,377
Charitable organizations	3	$771,383

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