MITCHELL & PAHL PRIVATE WEALTH
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 307625
- Registered since
- March 27, 2020
- Website
- mpprivatewealth.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.68%
- Individuals10.8%
- Charitable Organizations1.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mitchell & Pahl Private Wealth is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2020. The firm is owned by an individual and focuses on serving individual and family clients. It operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection/oversight of other advisers. Its fee schedule includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds18%
- State & Local Bonds16%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Contacts
2 of 2CANDACE PAHL
OwnerCRD 4688775
BRIAN MITCHELL
Senior Partner, Portfolio ManagerCRD 4498478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$482K in ETFs
0%
$0
0%
$482K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $482K | 3,256 | 100.00% |
Location
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 1001 NW 71st St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ACCESS FINANCIAL RESOURCES INC.
RIAOKLAHOMA CITY, OK
INVESTRUST CONSULTING, LLC
RIAOKLAHOMA CITY, OK
VISTA INVESTMENT PARTNERS LLC
RIAOKLAHOMA CITY, OK
PLAN GROUP FINANCIAL, INC.
RIAOKLAHOMA CITY, OK
CASTLEPOINT WEALTH ADVISORS
RIAOKLAHOMA CITY, OK
TRITON FINANCIAL GROUP, INC
RIAOKLAHOMA CITY, OK