TS. Mitchell Financial, LLC
RIAState Registered
Total AUM
$3.5M
Discretionary
$0
0% of AUM
Avg account
$135K
Accounts
26
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170431
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
TS. Mitchell Financial, LLC is an independent, individual‑owned limited liability company that provides financial planning and portfolio management primarily for individuals and small businesses. The firm bills clients through a mix of percentage‑of‑AUM and fixed fees and notes relationships with accounting and insurance firm partners. Its filings indicate it is not an active ESG investor, is not registered as a multi‑state adviser, and does not act as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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