Kroon & Mitchell Asset Management LLC
● SEC registered since 2022CRD 168120SEC# 801-125974Grand Rapids, MI
Reg. AUM
$220.9M
Employees
5
Accounts
729
Location
Grand Rapids, MI
Kroon & Mitchell Asset Management LLC assets under management
Kroon & Mitchell Asset Management LLC is an SEC-registered investment adviser based in Grand Rapids, MI. The firm has been registered since 2022. It reports $220.9 million in regulatory assets under management and employs 5 people.
Kroon & Mitchell Asset Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Phillip Mitchell Control | President, Chief Compliance Officer, Ceo Of Business | Over 75% | 2012 |
Frequently asked questions
How much does Kroon & Mitchell Asset Management LLC manage?
Kroon & Mitchell Asset Management LLC reports $220.9 million in regulatory assets under management on its Form ADV.
How many employees does Kroon & Mitchell Asset Management LLC have?
Kroon & Mitchell Asset Management LLC reports 5 employees.
Where is Kroon & Mitchell Asset Management LLC located?
Kroon & Mitchell Asset Management LLC is based in Grand Rapids, MI and has been SEC-registered since 2022.
Does Kroon & Mitchell Asset Management LLC disclose fund performance?
Kroon & Mitchell Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 29 Pearl Street NW, Ste 400, Grand Rapids, MI 49503 |
| Phone | 616-356-2002 |
| Fax | 616-356-2051 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$220.9M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$220.9Mregulatory AUM
Discretionary $220.2MNon-discretionary $756K