Overview
Assets Under Management: $610 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 35
Average Client Assets: $1.5 million
Frequently Asked Questions
MITCHELL GROUP INC 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 #106917), MITCHELL GROUP INC is subject to fiduciary duty under federal law.
MITCHELL GROUP INC is headquartered in HOUSTON, TX.
MITCHELL GROUP INC serves 35 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, MITCHELL GROUP INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MITCHELL GROUP INC manages $610 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, MITCHELL GROUP INC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.66%
Average Client Assets: $1.5 million
Total Client Accounts: 88
Discretionary Accounts: 88
Regulatory Filings
CRD Number: 106917
Filing ID: 1189449
Last Filing Date: 2018-03-29 16:58:00