|
⚲
|
| Keyboard |
| Kroon & Mitchell Asset Management LLC
✚
|
|
|---|---|
| CRD # | 168120 |
| SEC # | 801-125974 |
| CIK # | |
| AUM | 220.9 M (2026-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 616-356-2002 |
| Address | 29 Pearl Street NW Grand Rapids, MI 49503 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 165.7 |
| (b) Individuals (high net worth individuals) | 47 | 55.2 |
| (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 | 729 | 220.9 |
| By Discretionary | ||
| Discretionary | 701 | 220.2 |
| Non-Discretionary | 28 | 0.8 |
| Total | 729 | 220.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.9 | |
| Total | 729 | 220.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Developers LLC
✚
|
NC | 221.5 M |
|
Riverglades Family Offices LLC
✚
|
FL | 221.4 M |
|
Lynx Advisory Partners LLC
✚
|
FL | 221.4 M |
|
Wisdom Index Advisors LLC
✚
|
TX | 221.3 M |
|
DWR Wealth Management LLC
✚
|
CA | 221.2 M |
|
Pullen Investment Management LLC
✚
|
FL | 221.0 M |
|
Equitycompass Investment Management LLC
✚
|
MD | 220.9 M |
|
Ballast Asset Management LP
✚
|
TX | 220.7 M |
|
Haverdink Financial Management LLC
✚
|
MI | 220.4 M |
|
BLVD Private Wealth LLC
✚
|
KY | 220.4 M |