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Robert Ward Mitchell

Mitco Asset Management

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About Robert Ward Mitchell

Robert W. Mitchell, III is an Investment Advisor Representative at Mitco Asset Management in Vienna, Virginia. Robert has been in the industry since August 1996 and is registered with the state of Virginia. Robert is a Certified Financial Planner and has two state exam licenses: Series 63 and Series 65. He is also active in commercial real estate investment, with interests in various LLCs. Robert specializes in portfolio management for individuals and businesses. He is a member of the Financial Planning Association.

Firm Information

Robert Mitchell is currently registered with Mitco Asset Management. Mitco Asset Management is an investment advisor registered with the SEC. The firm has 1 investment advisor representative and manages approximately $80 million in assets for 68 accounts. Mitco Asset Management primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm provides portfolio management for individuals and businesses, and selection of other advisors.

$80.00M

Assets Under Management

68

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Mitchell’s Registration & Firm History

VA

03/17/2020 - Present

Mitco Asset Management (Vienna VA)

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Licenses & Designations

IA

Issued 10/16/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1996

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Ward Mitchell.
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