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MITCHELL ADVISORY INC
CRD 109447 · SEC 801-71038
11710 PLAZA AMERICA DRIVE, SUITE 2000, RESTON, VA, 20190, United States
Phone
703-481-9868
Fax
703-871-5048
Registration
— (—)
Source
State registered
Total AUM
$94.2M
Discretionary AUM
$94.2M
Team
1 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $94.2M |
All web addresses on file
Official SEC filing: View on IAPD