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| Kroon & Mitchell Asset Management LLC
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| |
|---|---|
| CRD # | 168120 |
| SEC # | 801-125974 |
| CIK # | |
| AUM | $165.3 MM (2024-03-19) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 616-356-2002 |
| Address | 29 Pearl Street NW Grand Rapids, MI 49503 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 44.8 |
| (b) Individuals (high net worth individuals) | 23 | 74.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 119.6 |
| By Discretionary | ||
| Discretionary | 595 | 119.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 595 | 119.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.6 | |
| Total | 595 | 119.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Equistar Wealth Management LLC
✚
|
TX | 0.2 |
|
TAM Financial Advisors LLC
✚
|
MD | 0.2 |
|
Boyce & Associates Wealth Consulting Inc
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|
TX | 0.2 |
|
Processus Wealth & Capital Management LLC
✚
|
TN | 0.2 |
|
UCAP Asset Management LLC
✚
|
FL | 0.2 |
|
Davies Financial Advisors Inc
✚
|
CA | 0.2 |
|
RH Buchanan Asset Management LLC
✚
|
AK | 0.2 |
|
Private Wealth Management of North Carolina LLC
✚
|
NC | 0.2 |
|
DMC Group LLC
✚
|
AL | 0.2 |
|
Williamson Legacy Group LLC
✚
|
IN | 0.2 |