Mitchell Sinkler & Starr

RIASEC RegisteredEst. 1972
Total AUM
$1.8B
Discretionary
$315M
18% of AUM
Avg account
$2.9M
Accounts
607
Employees
9
Advisory reps
7

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

FINTRX

Overview

Mitchell Sinkler & Starr is an independent, privately held SEC‑registered investment adviser that has been operating since 1972. The firm serves individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its core advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. Filings indicate a clear equity preference and the firm is not identified as an active ESG investor or a capital allocator. Mitchell Sinkler & Starr was named among CNBC’s Top 100 Financial Advisory Firms in 2019.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 82%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, US Government Bonds 1%82%
  • Exchange Traded Equities82%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • US Government Bonds1%

Contacts

3 of 7
  • Peter Toscani

    Peter Toscani

    Vice PresidentCRD 7183791

  • William Wylie

    William Wylie

    PresidentCRD 4334866

  • Nicholas Carper

    Nicholas Carper

    Portfolio ManagerCRD 4334883

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$74M in ETFs

Passive

99%

$73.3M

Active

0%

$666K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$12.9M18,80117.46%
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Location

Primary office

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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