KROON & MITCHELL ASSET MANAGEMENT LLC
CRD #168120 SEC #801-125974 GRAND RAPIDS, MI 616-356-2002
SEC Registered
Total AUM
$192.7M
Discretionary
$192.4M
Employees
6
Clients
10
Accounts
753
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO OF BUSINESS | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, SR. PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO OF BUSINESS | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO OF BUSINESS | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO OF BUSINESS | E | Control |
| MITCHELL, PHILLIP | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CEO OF BUSINESS | E | Control |
Registrations
Federal
IA
May 19, 2025 REGISTERED
Notice Filings (3)
FL GA MI
Address
29 PEARL STREET NWSTE 400
GRAND RAPIDS, MI 49503
United States
Phone: 616-356-2002