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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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