Overview
Assets Under Management: $193 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 81
Average Client Assets: $594,362
Frequently Asked Questions
KROON & MITCHELL ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168120), KROON & MITCHELL ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
KROON & MITCHELL ASSET MANAGEMENT LLC is headquartered in GRAND RAPIDS, MI.
KROON & MITCHELL ASSET MANAGEMENT LLC serves 81 high-net-worth clients according to their SEC filing dated May 19, 2025. View client details ↓
According to their SEC Form ADV, KROON & MITCHELL ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KROON & MITCHELL ASSET MANAGEMENT LLC manages $193 million in client assets according to their SEC filing dated May 19, 2025.
According to their SEC Form ADV, KROON & MITCHELL ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.99
Average High-Net-Worth Client Assets: $594,362
Total Client Accounts: 753
Discretionary Accounts: 738
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 168120
Filing ID: 1987375
Last Filing Date: 2025-05-19 11:29:00
Website: https://kroon.us