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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 303-543-8988 or by fax 303-843-8992. The normal business hours are 8am - 5pm on Monday - Friday.