CRD: 327837
Cochranmickels Retirement Specialists, LLC
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-09-2023
- Office Locations
- 1
Office Locations
About Cochranmickels Retirement Specialists, LLC
CochranMickels Retirement Specialists is a Huntsville, AL-based, fee-based fiduciary firm offering financial planning, investment management, and retirement and estate planning. The firm’s special focus is the distribution phase of retirement—building retirement income plans and coordinating ongoing portfolio and tax strategy to help clients transition confidently into retirement—and it provides a Client Hub via Altruist.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MIKE HUGH MICKELS
Chief Compliance Officer, Managing Partner, President
- CRD
- #2761797
- Ownership
- 50% but less than 75%
LUCAS JAMESON STAPLES
Director, DIRECTOR OF OPERATIONS, Trader
- CRD
- #6537791
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,578,596 | -- |
| Non-Discretionary | $734,203 | -- |
| Total | $30,312,799 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,312,799
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $813,933,415 | 14.8% |
| U.S. Government/Agency | $1,451,881,226 | 26.4% |
| Equity - OTC | $643,447,362 | 11.7% |
| Equity - Exchange | $1,094,410,470 | 19.9% |
| Cash | $423,465,358 | 7.7% |
| Municipal Bonds | $1,072,412,268 | 19.5% |
| Total | $5,499,550,099 | 100.0% |