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| Mitchell Sinkler & Starr Inc
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|
|---|---|
| CRD # | 106460 |
| SEC # | 801-8445 |
| CIK # | |
| AUM | $1.8 B (2025-03-20) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 215-665-1450 |
| Address | Two Penn Center Plaza Philadelphia, PA 19102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 234 | 1,560.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 175.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 34.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 580 | 1,771.2 |
| By Discretionary | ||
| Discretionary | 130 | 465.6 |
| Non-Discretionary | 450 | 1,305.6 |
| Total | 580 | 1,771.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.6 | |
| United States Persons | 1,752.7 | |
| Total | 580 | 1,771.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Octavia Wealth Advisors LLC
✚
|
OH | 1.8 |
|
Alta Capital Management LLC
✚
|
UT | 1.8 |
|
Invst LLC
✚
|
IN | 1.8 |
|
Next Capital Management LLC
✚
|
NY | 1.8 |
|
Jderek Lewis & Associates Inc
✚
|
CA | 1.8 |
|
Carson Group Investing LLC
✚
|
NE | 1.8 |
|
Grant TANI Barash & Altman LLC
✚
|
CA | 1.8 |
|
Lee Danner & Bass Inc
✚
|
TN | 1.8 |
|
Segment Wealth Management LLC
✚
|
TX | 1.8 |
|
Mountain Pacific Investment Advisers LLC
✚
|
ID | 1.7 |