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Phillip MItchell CFA®, CPA

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503
(616) 3562002

Integrated Tax & Investment

About Kroon & Mitchell Asset Management

Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.

General Information

Firm Start Year

2013

No.of Employees

2-4

CRD#

6251940

Firm CRD#

168120

States Licensed in

MI; GA

Years of Experience in Financial Services

19

Number of Years with Current Firm

6

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA®, CPA

Securities Licenses

Series 65

Financial Organization Memberships

American Institute of Certified Public Accountants (AICPA), Garrett Planning Network

Firm Information

Assets Managed by Firm

$45M

Assets Managed by Advisor

$45M

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Fee % Based on Assets

0.7%-0.9%

Hourly Rate

$150

Education

MBA - Management

Michigan State University
- 2009

Bachelor - Finance

Michigan State University
- 2000