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KROON & MITCHELL ASSET MANAGEMENT LLC

GRAND RAPIDS, MI · CRD 168120 · IAPD ↗ · 616-356-2002

$220.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — KROON & MITCHELL ASSET MANAGEMENT LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
62
April 2024 — KROON & MITCHELL ASSET MANAGEMENT LLC reported RAUM up 38% ($119.6M -> $165.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.