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Robert Michael Mitchell

Conestoga Capital Advisors, LLC

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About Robert Michael Mitchell

Robert Mitchell is an investment advisor representative with Conestoga Capital Advisors, LLC. Robert is a registered investment advisor with the state of Pennsylvania. Robert has been in the industry since July 2001 and has been with Conestoga Capital Advisors, LLC since that time. Robert has specialized in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Robert Mitchell is currently registered with Conestoga Capital Advisors, LLC. Conestoga Capital Advisors, LLC is an investment advisor located in WAYNE, PA. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and investment companies. The firm manages approximately $8.8 billion in assets.
Conestoga Capital Advisors, LLC

CROSSPOINT AT VALLEY FORGE

WAYNE, PA 19087

$8.76B

Assets Under Management

26

Total Clients

9

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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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fixed fees

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

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percentage of assets

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

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Robert Mitchell’s Registration & Firm History

PA

09/24/2001 - Present

Conestoga Capital Advisors, LLC (WAYNE PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Michael Mitchell.
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