linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Jeffrey Mitchell

Cabana Asset Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Jeffrey Mitchell

Robert Jeffrey Mitchell is a registered Investment Advisor Representative (IAR) with Cabana Asset Management. Robert has been working in the financial industry since January of 2010 and has a Series 65 license. Currently Robert works with individuals, high net worth individuals, other investment advisors, insurance companies, and investment companies. Robert works in Fayetteville, Arkansas at the firm's main office at 220 S. SCHOOL AVE.

Firm Information

Robert Mitchell is currently registered with Cabana Asset Management. Cabana Asset Management is an investment advisor headquartered in Fayetteville, Arkansas, managing over $738.65 million in assets. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles, and provide sub-advisory services for other advisors. The firm caters to a diverse client base, including individuals, high-net-worth individuals, corporations, investment companies, CITs, and other investment advisors.
Cabana Asset Management

220 S. SCHOOL AVE.

FAYETTEVILLE, AR 72701

$738.65M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services for other advisers

Sub-advisory services for other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Mitchell’s Registration & Firm History

AR

05/24/2013 - Present

Cabana Asset Management (Fayetteville AR)

Not sure if Robert Jeffrey Mitchell is right for you?

Licenses & Designations

IA

Issued 05/16/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Jeffrey Mitchell.
Not sure if Robert Jeffrey Mitchell is right for you?