Phillip Mitchell

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616-356-2002

Integrated Tax & Investment

About Kroon & Mitchell Asset Management

Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.

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General Information

Firm Start Year

2013

No. of Employees

5-9

Firm CRD#

168120

States Licensed in

MI; GA

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Services

Investment Types

Stocks, Bonds, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®, CPA

Securities Licenses

Series 65

Financial Organization Memberships

Garrett Planning Network, American Institute of Certified Public Accountants (AICPA)

Firm Information

Assets Managed by Firm

$120,000,000.00

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Hourly

Fee % Based on Assets

0.7%-0.9%

Hourly Rate

$250

Disclosures

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