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| Happy Holidays!! thanks for using AUM13F!! |
| Kroon & Mitchell Asset Management LLC
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|---|---|
| CRD # | 168120 |
| SEC # | 801-125974 |
| CIK # | |
| AUM | $192.7 M (2025-05-19) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 616-356-2002 |
| Address | 29 Pearl Street NW Grand Rapids, MI 49503 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 143.7 |
| (b) Individuals (high net worth individuals) | 81 | 48.1 |
| (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 | 3 | 0.8 |
| (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 | 753 | 192.7 |
| By Discretionary | ||
| Discretionary | 738 | 192.4 |
| Non-Discretionary | 15 | 0.3 |
| Total | 753 | 192.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.7 | |
| Total | 753 | 192.7 |
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|---|---|---|
|
MSP Wealth Management LLC
✚
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OR | 0.2 |
|
Antonelli Financial Advisors LLC
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MI | 0.2 |
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CA | 0.2 |
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Keystone Financial Services LLC
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NE | 0.2 |
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ECON Financial Services Corporation
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Allen Capital Management LLC
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Whalen Wealth Management Inc
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NV | 0.2 |
|
Sterling Investment Advisors LLC
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MO | 0.2 |
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GK Wealth Management LLC
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NV | 0.2 |
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Valley Brook Capital Group Inc
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PA | 0.2 |