CRD: 168120
Kroon & Mitchell Asset Management LLC
$220.9M Total AUM
$220.2M Disc. AUM
18.7% 3Y CAGR
5 Employees
203 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime legacyLegacy prime
- Established Date
- 10-31-2013
- Office Locations
- 1
Office Locations
29 Pearl Street NW STE 400 Grand Rapids MI
About Kroon & Mitchell Asset Management LLC
Kroon & Mitchell Asset Management (Grand Rapids, MI) integrates tax preparation, accounting, and wealth management by pairing its CPA practice with investment advisory to build tax-aware portfolios and financial plans for individuals, families, and businesses (including estates). The firm emphasizes CPA- and CFA-led guidance and a holistic view of taxes and investing, with client assets custodied at Charles Schwab.
Team overview
44 AVG AGE
$73.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Unison fusion Optima ridge
Custodian
Summit Momentum prime
Investment Themes
Matrix Frontier signal Harbor
Investment Vehicles
Ember
Services
Meridian Legacy ridge Vertex vector Ridge Pathway capital Wave Beacon Quantum Bridge Element timber
Technology
Signal Insight
Owner & Executives
PHILLIP MITCHELL
Chief Compliance Officer, President
- CRD
- #6251940
- Ownership
- 75% or more
(355) 707-9307
focus.delta@foundationcapital.com
in linkedin.com/in/ember-matrix
Showing 1 of 1 owners & executives
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R
Robert Arthur Roper
President
- CRD
- #7827232
(965) 790-3588
focus.unison@bridgecapital.com
in linkedin.com/in/legacy-radial
Z
Zachary Kenneth Smith
--
- CRD
- #7351601
(464) 351-5041
radial.catalyst@crestcapital.com
in linkedin.com/in/radial-north
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,154,378 | $314,058 |
| Non-Discretionary | $756,260 | $27,009 |
| Total | $220,910,638 | $303,032 |
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Separately Managed Accounts
Total SMA Asset: $220,910,638
Public Funds:
12.4% Cash:
42.6% Equity - Exchange:
12.6% U.S. Government/Agency:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $185,853,369 | 12.4% |
| Cash | $638,496,253 | 42.6% |
| Equity - Exchange | $188,851,004 | 12.6% |
| U.S. Government/Agency | $485,616,869 | 32.4% |
| Total | $1,498,817,495 | 100.0% |