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| Mitchell Sinkler & Starr Inc
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|---|---|
| CRD # | 106460 |
| SEC # | 801-8445 |
| CIK # | |
| AUM | $1.6 BB (2024-03-22) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 215-665-1450 |
| Address | Two Penn Center Plaza Philadelphia, PA 19102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 220 | 1,275.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 162.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 29.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 508 | 1,466.9 |
| By Discretionary | ||
| Discretionary | 84 | 376.8 |
| Non-Discretionary | 424 | 1,090.1 |
| Total | 508 | 1,466.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.7 | |
| United States Persons | 1,452.2 | |
| Total | 508 | 1,466.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Albion Management Group
✚
|
UT | 1.6 |
|
Orleans Capital Management Corp
✚
|
LA | 1.6 |
|
Vernal Point Advisors LLC
✚
|
CA | 1.6 |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1.6 |
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.6 |
|
Wealhouse Capital Limited Partnership
✚
|
1.6 | |
|
Cardinal Point Capital Management ULC
✚
|
1.6 | |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.6 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.6 |
|
Wedmont Private Capital LLC
✚
|
PA | 1.6 |