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Kroon & Mitchell Asset Management
KROON & MITCHELL ASSET MANAGEMENT LLC is an SEC-registered investment adviser in GRAND RAPIDS, MI, registered since 2022. The firm manages $221 million in...
Kroon & Mitchell Asset Management
KROON & MITCHELL ASSET MANAGEMENT LLC is an SEC-registered investment adviser in GRAND RAPIDS, MI, registered since 2022. The firm manages $221 million in assets, with $220 million on a discretionary basis. It has 5 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Who regulates Kroon & Mitchell Asset Management?
As a registered investment advisor, Kroon & Mitchell is regulated by the U.S. Securities and Exchange Commission (SEC) or the securities regulator in its home state. This oversight requires periodic filings, disclosures, and compliance with the Investment Advisers Act of 1940.
Does Kroon & Mitchell manage pension or endowment assets?
Public records do not confirm whether Kroon & Mitchell manages pension, endowment, or other institutional capital. The firm's RIA registration means it can serve a range of institutional and high-net-worth clients, but no named clients are on record.
How can I verify the firm's regulatory history?
Kroon & Mitchell's regulatory filings and disciplinary history, if any, are accessible via the SEC's Investment Adviser Public Disclosure (IAPD) database. This includes the firm's ADV forms, which detail assets under management, client types, and fee structures.
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