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Mitchell & Co., Cpa's Pc (Boulder)


Mitchell & Co., Cpa's Pc is a large advisory firm based in Boulder. It manages $217.29 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Colorado.

Mitchell & Co., Cpa's Pc provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mitchell & Co., Cpa's Pc: assets under management

The assets under management (AUM) of Mitchell & Co., Cpa's Pc is $217.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $217.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.05 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mitchell & Co., Cpa's Pc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boulder

The principal office where Mitchell & Co., Cpa's Pc performs its advisory services is located at 2465 Central Avenue, Boulder, CO 80301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-543-8988 or by fax 303-543-8992. The normal business hours are 8am - 5pm on Monday - Friday.


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