Updated:
Myrna Mitchell, MBA, CFP
Myrna Mitchell, MBA, CFP is an SEC-registered investment adviser. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1...
Myrna Mitchell, MBA, CFP
Myrna Mitchell, MBA, CFP is an SEC-registered investment adviser. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Myrna Mitchell
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Myrna Mitchell?
Myrna Mitchell, as the firm's founder and principal, makes all investment decisions. She holds both an MBA and the CFP designation, credentials that support independent portfolio management.
How does Myrna Mitchell source proprietary deal flow?
The firm does not appear to source proprietary deals. Its investment strategy focuses on public market securities — equities, bonds, and cash — accessed through conventional brokerage and custodial platforms.
Is Myrna Mitchell structured as a single family office or RIA?
The firm is an RIA (Registered Investment Adviser), not a family office. It serves multiple clients under a fiduciary standard, as distinct from a single family office that manages one family's wealth.
Does Myrna Mitchell participate in fund commitments or only direct deals?
The firm makes fund commitments, primarily through mutual funds and ETFs allocated in client portfolios. Direct private investments are not a known part of the practice's offering.
What investment stages does Myrna Mitchell typically target?
The focus is on liquid public markets rather than venture or growth-stage private investments. Portfolio allocations target broad market exposure across equity and fixed-income ETFs and mutual funds.
Where does the underlying wealth come from?
Client wealth at the firm originates from personal savings, business sales, and retirement plan rollovers. The firm does not manage a single concentrated fortune but rather diverse HNW and mass-affluent portfolios.
Does Myrna Mitchell maintain philanthropic structures?
There is no public indication that the firm manages philanthropic structures such as DAFs or foundations. Clients seeking philanthropic planning may receive advice as part of comprehensive financial planning services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: