Mitchell Sinkler & Starr Inc is a large advisory firm based in Philadelphia. It manages $1.03 billion of regulatory assets for 438 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Delaware, Florida, and 8 other states.
Mitchell Sinkler & Starr provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mitchell Sinkler & Starr Inc is $1.03 billion. The firm's AUM has gone down by -11% since the beginning of its operation, and $7.58 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Mitchell Sinkler & Starr Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of William Wood Wylie is high net worth individuals with 215 clients and $986.45 million of assets under management. Among the 8 most similar advisory firms, Mitchell Sinkler & Starr has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.03 billion for 224 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Mitchell Sinkler & Starr doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William Wood Wylie has been acting as President since 1 Jan 2002. William David Wilson joined the executive team most recently as the Portfolio Manager.
The principal office where Mitchell Sinkler & Starr Inc performs its advisory services is located at Two Penn Center Plaza, Philadelphia, PA 19102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-665-1450 or by fax 215-561-0808. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at mssadvisors.com.