William
Mitchell
David Wendell Associates, Inc
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About this Advisor
William Mitchell is a financial advisor based out of Portsmouth, New Hampshire with 12 years of industry experience. Mitchell is currently employed by David Wendell Associates, Inc. They have worked at David Wendell Associates, Inc for all of their career. Mitchell holds a Series 63 license, designating them as a securities agent, and is able to operate in New Hampshire. David Wendell Associates, Inc is a company that has its headquarters in Portsmouth, NH. It has $1 billion in total assets between its 470 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advice to 15 charities and foundations. Of its 470 client accounts, 42% are held by high-net-worth individuals who have more than $1 million in assets. David Wendell Associates, Inc offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules largely depend on which services are offered. However, fees billed by David Wendell Associates, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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David Wendell Associates, Inc Brokerage Details
$1,100,371,000
6
470
$2,341,215
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
William Mitchell Work History
William has been registered as a financial advisor for 12 years.*
David Wendell Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Mitchell 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 David Wendell Associates, Inc
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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