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Phillip Mitchell

Kroon & Mitchell Asset Management LLC

Grand Rapids, MI

CRD 6251940

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Employer firm

Kroon & Mitchell Asset Management LLC CRD 168120

$221M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Kroon & Mitchell Asset Management Llc

29 Pearl Street Nw Ste 400, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-11-08
GA RA APPROVED 2017-05-12
  • MI RA
    APPROVED
    Since 2025-11-08
  • GA RA
    APPROVED
    Since 2017-05-12

Branch Locations

29 Pearl Street Nw Ste 400, Grand Rapids, MI 49503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kroon & Mitchell Asset Management Llc Grand Rapids MI 10/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-29
  • S65 Uniform Investment Adviser Law Examination
    2000-12-29
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

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