MITCHELL SINKLER & STARR
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 106460
- Registered since
- February 8, 1972
- Website
- www.mssadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.98%
- Charitable Organizations2.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mitchell Sinkler & Starr is an independent registered investment adviser with roots back to its 1972 SEC registration. The firm is owned by individuals and bills clients on a percentage-of-AUM basis. Its client mix spans individual and family relationships as well as institutional mandates, and its advisory services emphasize financial planning plus portfolio management for individuals, small businesses, and larger business or institutional clients. The firm reports a clear tilt toward equities — exchange-traded securities are its most-used asset type — and it does not identify as an active ESG investor or a capital allocator. Mitchell Sinkler & Starr appeared on CNBC’s Top 100 Financial Advisory Firms list in 2019.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities82%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- US Government Bonds1%
Contacts
3 of 7PETER TOSCANI
Vice PresidentCRD 7183791
WILLIAM WYLIE
PresidentCRD 4334866
NICHOLAS CARPER
Portfolio ManagerCRD 4334883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$62.5M in ETFs
99%
$61.9M
0%
$625K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $9.8M | 16,478 | 15.76% |
Location
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 2 Penn Ctr
- Time zone
- ET (UTC-5)
- Office locations
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