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MITCO ASSET MANAGEMENT
ROBERT W MITCHELL III
CRD 116123
124 PARK STREET SE, SUITE 201, VIENNA, VA, 22180, United States
Phone
703-304-6725
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$98.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 74 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Sole Proprietorship
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.0M |
| High net worth individuals | 51 | $85.6M |
| Pension/profit sharing plans | 14 | $10.8M |
Official SEC filing: View on IAPD