M
CRD: 118531
Myrna Mitchell, MBA, CFP
Rapid City, SD
6053902614
$18.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-14-1994
- Office Locations
- 2
Office Locations
-- Denver CO
-- Rapid City SD
About Myrna Mitchell, MBA, CFP
Myrna Mitchell, MBA, CFP is a Rapid City-based RIA with 2 offices. The firm has been operating for 31 years. Managing $18.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
73 AVG AGE
$18.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Vector
Client Personas
Quantum vector
Investment Themes
Alpha
Investment Vehicles
Vector
Services
Insight Unison Oak Frontier Ridge ridge
Owner & Executives
MYRNA LOU MITCHELL
Certified Financial Planner, President
- CRD
- #2492645
- Ownership
- 75% or more
(591) 785-8808
pioneer.bridge@capitalcapital.com
in linkedin.com/in/beacon-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
TANNEN MITCHELL-BRIGGS
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #5648516
(574) 204-9412
fusion.catalyst@radialcapital.com
in linkedin.com/in/ember-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,410,000 | -- |
| Total | $18,410,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,410,000
Equity - Exchange:
33.9% Corporate - Investment Grade:
24.9% Cash:
13.4% U.S. Government/Agency:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $358,044,303 | 33.9% |
| Corporate - Investment Grade | $262,988,294 | 24.9% |
| Cash | $141,527,837 | 13.4% |
| U.S. Government/Agency | $293,617,452 | 27.8% |
| Total | $1,056,177,886 | 100.0% |