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Phillip Mitchell

Kroon & Mitchell Asset Management

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.

General Information

Firm Start Year

2013

No.of Employees

2-4

CRD#

6251940

Firm CRD#

168120

States Licensed in

MI; GA

Years of Experience in Financial Services

21

Number of Years with Current Firm

8

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

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

Services

Investment Types

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

I can meet clients in the following ways

Our Offices, At my office, At your home, At your office, Via Phone, Via Email, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an 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

$45M

Assets Managed by Advisor

$84M

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Hourly

Fee % Based on Assets

0.7%-0.9%

Hourly Rate

$150

Education

MBA - Management

Michigan State University
- 2009

Bachelor - Finance

Michigan State University
- 2000