Phillip MItchell CFA®, CPA
Kroon & Mitchell Asset Management

Tel: (616) 356-2002

29 Pearl St
Ste 400
Grand Rapids, MI 49503

Integrated Tax & Investment

About Kroon & Mitchell Asset Management

Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.

General Information

Firm Start Year:		2013
No.of Employees:		2-4
States Licensed in:		MI; GA

Number of Years with Current Firm:

Qualifications & Memberships

Financial Organization Memberships:

American Institute of Certified Public Accountants (AICPA), Garrett Planning Network

Firm Information

Assets Managed by Firm:

$45M

Assets Managed by Advisor:

$45M

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation and Fees

Fee Structure:

Fee Only

Compensation Methods:

Hourly, Based on Assets

Fee % Based on Assets:

0.7%-0.9%

Hourly Rate:

$150

Board Positions

Organization:

City of Grand Rapids Retirement System Grand Rapids

Position :

Board Member

Duration :

2016-Currently holding

Education

MBA - Management

Michigan State University - East Lansing
- 2009

Bachelor - Finance

Michigan State University - East Lansing
- 2000