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Alan Mitchell Cpa Pc (Fort Collins)


Alan Mitchell Cpa Pc is a large advisory firm based in Fort Collins. It manages $108.92 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Colorado.

Alan Mitchell Cpa 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.

Alan Mitchell Cpa Pc: assets under management

The assets under management (AUM) of Alan Mitchell Cpa Pc is $108.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $108.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Alan Mitchell Cpa Pc for their services and products based on 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 Fort Collins

The principal office where Alan Mitchell Cpa Pc performs its advisory services is located at 7300 Didrickson Ct, Fort Collins, CO 80528 The mailing address of the firm is 7300 Didrickson Ct, Fort Collins, CO 80528. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-817-2106 or by fax 970-817-2107. The normal business hours are 8am - 5pm on Monday - Friday.


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