Mitchell
Stapley

Red Cedar Investment Management

CRD#4372531
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Mitchell Stapley is a financial advisor based in Grand Rapids, Michigan, working with Red Cedar Investment Management. Mitchell has previously held positions at Fifth Third Asset Management, Red Cedar Investment Management, and was not working for a period. Mitchell is registered to provide services in Michigan. Currently, Mitchell is part of Red Cedar Investment Management, which operates out of Grand Rapids, Michigan. The firm has 1 office and 15 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Red Cedar Investment Management includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

333 Bridge Street Nw Suite 601
Grand Rapids, MI 49504

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Red Cedar Investment Management Brokerage Details

Total Assets Under Management

$1,628,447,738

MI Average: $943,424,332
Total Number of Employees

15

MI Average: 21
Total Number of Accounts

59

MI Average: 1,586
Average Account Size

$27,600,809

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mitchell Stapley Work History

2020 - Present (4 years)

Red Cedar Investment Management

2018 - 2020 (2 years)

Not Working

1988 - 2018 (30 years)

Fifth Third Asset Management

Disclosures

Please visit the SEC profile of Mitchell Stapley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Red Cedar Investment Management

Brandon Bajema
Grand Rapids, MI
Julia Batchenko
Grand Rapids, MI
Samantha Rusler
Cincinnati, OH
Michael Feldhaus
Cincinnati, OH
Jason Schwartz
Grand Rapids, MI
David Withrow
Grand Rapids, MI
John Cassady
Grand Rapids, MI
Mitchell Stapley
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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