Mitchell Energy Advisors, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
134989
Registered since
June 27, 2005

Firm profile

FINTRX

Overview

Mitchell Energy Advisors, LLC is organized as a limited liability company and has been SEC-registered since 2005. Public filings identify the owner type as a mix of a domestic entity and an individual. The firm is classified as Unclassified in the dataset. The firm is not described as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, not newly formed, and not designated as a pension consultant or related adviser. The source provides no detail on target clients, fee structure, or core advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Mitchell

    Michael Mitchell

    CEO and Senior Managing DirectorCRD 4214407

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
9105 Moss Farm Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth