Mitchell & Kroll Cpas Pc (Boulder)

Mitchell & Kroll Cpas Pc is a large advisory firm based in Boulder. It manages $205.05 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Mitchell & Kroll Cpas Pc provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mitchell & Kroll Cpas Pc: assets under management

The assets under management (AUM) of Mitchell & Kroll Cpas Pc is $205.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $205.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.61 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mitchell & Kroll Cpas Pc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mitchell & Kroll Cpas Pc

L Alan Mitchell has been acting as President since 1 Jul 1994. Venita Renee Kroll joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L Alan Mitchell	President	1 Jul 1994	50% - 75%	2577629
Venita Renee Kroll	Vice president	1 Jul 1994	50% - 75%	2577623

Based in Boulder

The principal office where Mitchell & Kroll Cpas Pc performs its advisory services is located at 4770 Baseline Road, Boulder, CO 80303, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.