Kroon & Mitchell Asset Management LLC
Kroon & Mitchell Asset Management LLC is an SEC-registered wealth manager in Grand Rapids, MI with $220.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Kroon & Mitchell Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168120, SEC 801-125974, data through 2026-03-28.
- AUM (assets under management / regulatory AUM)
- $220.9M (2026-03-28)
- Firm type
- Wealth Manager
- Location
- Grand Rapids, MI
- Employees
- 5
- Clients
- 203
- CRD
- 168120
- Ownership
- MITCHELL, PHILLIP
How much AUM does Kroon & Mitchell Asset Management LLC have?
Kroon & Mitchell Asset Management LLC reported $220.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-28).
Who owns Kroon & Mitchell Asset Management LLC?
Disclosed owners and executives of Kroon & Mitchell Asset Management LLC include MITCHELL, PHILLIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.