MITCHELL & PAHL PRIVATE WEALTH

1001 Nw 71st Street
Suite 4
Oklahoma City, Oklahoma 73116
Tel: 405-608-2280

About MITCHELL & PAHL PRIVATE WEALTH

MITCHELL & PAHL PRIVATE WEALTH, formally registered with the SEC as MITCHELL & PAHL PRIVATE WEALTH. The firm was established in 03/27/2020. They have over 1 offices throughout the country.

MITCHELL & PAHL PRIVATE WEALTH is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $354,445,250 assets under management, offering retirement planning & investment advisory services to 900 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307625
SEC#	801-118315
Assets Managed by Firm	$354,445,250
No. of Clients	900
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	900	$354,445,250
Individuals (other than high net worth individuals)	145	$49,898,663
High net worth individuals	84	$298,257,069
Charitable organizations	Fewer than 5 clients	$6,289,518

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