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KROON & MITCHELL ASSET MANAGEMENT LLC
CRD 168120 · SEC 801-125974
29 PEARL STREET NW, STE 400, GRAND RAPIDS, MI, 49503, United States
Phone
616-356-2002
Fax
616-356-2051
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$220.9M
Discretionary AUM
$220.2M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $165.7M |
| High net worth individuals | 47 | $55.2M |
States served
GA, MI, FL
All web addresses on file
Official SEC filing: View on IAPD