Mitchell
Craig

Trippon Wealth Management Group LLC

CRD#7467592
Investment Advisor
in Houston, TX

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About this Advisor

Mitchell Craig is a financial advisor based in Houston, Texas, working with Trippon Wealth Management Group LLC. Mitchell has previously held positions at Kroger, Southwest Pool Management, Trippon Wealth Management, and as a student. Mitchell has passed the Series 65 regulatory exam and is registered to provide services in Georgia, Louisiana, and Texas. Currently, Mitchell is part of Trippon Wealth Management Group LLC, which operates out of Houston, Texas. The firm has one office and four employees. The firm manages assets totaling $134.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Trippon Wealth Management Group LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

8588 Katy Freeway Suite 320
Houston, TX 77057

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Trippon Wealth Management Group LLC Brokerage Details

Total Assets Under Management

$134,279,133

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

752

TX Average: 2,315
Average Account Size

$178,563

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Mitchell Craig Work History

2021 - Present (3 years)

Trippon Wealth Management

2020 - 2021 (1 year)

Student

2017 - 2020 (3 years)

Southwest Pool Management

2016 - 2017 (1 year)

Kroger

2011 - 2016 (5 years)

Student

Disclosures

Please visit the SEC profile of Mitchell Craig 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 Trippon Wealth Management Group LLC

Tyler Olson
Houston, TX
Travis Rhoad
Houston, TX
Mitchell Craig
Houston, TX
James Trippon
Houston, TX

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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