Mitchell Advisory

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

11710 Plaza America Dr Ste 2000, Reston,...

Phone Number

(703) 481-9868

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Mitchell Advisory

Mitchell Advisory, Inc. offers financial planning and investment advisory services on a fee-only basis. The company serves clients in Northern Virginia, including areas such as Reston, Herndon, Great Falls, Oakton, McLean, Tysons Corner, Falls Church, and Alexandria. Their focus is on providing tailored financial solutions to meet the needs of individuals and families in the region. With a commitment to transparency and client satisfaction, they aim to help clients achieve their financial goals.Explore more
Mitchell Advisory's Social MediaPopular SearchesMITCHELL ADVISORY IncMitchell Advisory Fee-Only Financial PlannersMitchell AdvisoryMitchell Advisory Fee - Only Financial PlannersMitchelladvisorySIC Code 62,628NAICS Code 52,523Show more

Mitchell Advisory Org Chart

PhoneEmail
Mitchell Martin, President & Chief Investment Officer at Mitchell Advisory
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President & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mitchell Advisory

<$5M
1-10
Private
-
1991
Mitchell Martin, President & Chief Investment Officer at Mitchell Advisory
Mitchell MartinPresident & Chief Investment Officer
$5.6M
1-10
Private
-
2002
MP
Mark PetroAdvisor, AIF, Agent
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2015
AC
Alfred ChavezManager, Field Operations
<$5M
1-10
Private
-
1985
AB
Andrew ByronFinancial Planner & Investment Advisor
<$5M
1-10
Private
-
2014
Jd
Jeff de ValdiviaInvestment Advisor & Founder
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Mitchell Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mitchell Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mitchell Advisory.

Mitchell Advisory Tech Stack

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Frequently Asked Questions Regarding Mitchell Advisory

What is Mitchell Advisory's official website?
Mitchell Advisory's official website is www.mitchelladvisory.com
What is Mitchell Advisory's Revenue?
Mitchell Advisory's revenue is <$5 Million
What is Mitchell Advisory's SIC code?
Mitchell Advisory's SIC: 62,628
What is Mitchell Advisory's NAICS code?
Mitchell Advisory's NAICS: 52,523
How many employees does Mitchell Advisory have?
Mitchell Advisory has 1-10 employees
What industry does Mitchell Advisory belong to?
Mitchell Advisory is in the industry of: Finance, Securities Trading
What is Mitchell Advisory competition?
Mitchell Advisory top competitors include: Alliance Wealth Advisors, HC Financial Advisors, Fleurus Investment Advisory, Trinity Wealth Management
What technology does Mitchell Advisory use?
Some of the popular technologies that Mitchell Advisory uses are: Just Host
How do I contact Mitchell Advisory?
Mitchell Advisory contact info: Phone number: (703) 481-9868 Website: www.mitchelladvisory.com
What does Mitchell Advisory do?

Mitchell Advisory, Inc. offers financial planning and investment advisory services on a fee-only basis. The company serves clients in Northern Virginia, including areas such as Reston, Herndon, Great Falls, Oakton, McLean, Tysons Corner, Falls Church, and Alexandria. Their focus is on providing tailored financial solutions to meet the needs of indi... viduals and families in the region. With a commitment to transparency and client satisfaction, they aim to help clients achieve their financial goals.Read More

What are Mitchell Advisory social media links?
Mitchell Advisory Facebook page
Is Mitchell Advisory a public company?
Mitchell Advisory is private company therefore does not currently have an official ticker symbol
See more information about Mitchell Advisory

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