RM
Robert W. Mitchell
MITCO ASSET MANAGEMENT
Vienna, VA 22180
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CRD#: 2709101
RM
Professional summary
Robert Ward Mitchell III, CFP®, who also goes by Bob Mitchell III, Bob Mitchell, is a registered financial advisor currently at MITCO ASSET MANAGEMENT located in Vienna, Virginia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 1 firm and has passed the Series 65 and Series 63 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Mitchell Iii | Bob Mitchell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Robert W. Mitchell, III owns interests in commercial real estate LLCs as follows: 19 First Street LLC, 309 West Maple LLC, 5221 Baltimore Avenue LLC, 5223 Baltimore Avenue LLC, 5301 Baltimore Avenue LLC, Robert Mitchell LLC, Mitchell & Webb LLC, Mitco Chevy Chase LLC, Mitco Mill Street LLC, Mitco Nursery Road LLC, Mitco Patterson LLC, Mitco Pizza LLC, Mitco RG I LLC, Mitco RG II LLC, Mitco Shenandoah LLC, Mitco Shenandoah II LLC, Mitco V LLC, RMHL LLC, and Wilson and Oakland LLC. These are all commercial real estate investments. My address is the address of record for the LLCs. I am a member with an ownership interest of 50% or more in all entities, with the exception of a 40% interest in the three Baltimore Avenue properties. The amount of time per month varies (50-90 hours per month). The number of hours devoted to these other businesses during trading hours varies. I would estimate two to three hours during trading hours. I communicate with tenants, pay invoices, collect rent, negotiate with vendors/tenants, and negotiate buy/sell/leases for the LLCs. Other private investments are as follows: Dillon Lakes LLC, Tupelo Gastonia LLC, Inventive Labs Corporation, Moon Holdings Fund I, Inspire Semiconductor Inc., Stage Fund I LP, Throne Labs Inc., Vertalo-Venture 360 LLC, and Up Ashburn LLC. They are all investments. The investment addresses are too voluminous to list. These businesses are in many different industries. I am a member, limited partner, or a shareholder, depending on the structure of the business. I spend no time on these investments.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Ward Mitchell III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
March 17, 2020 - Present
MITCO ASSET MANAGEMENT
Office #1: 124 Park St Se Ste. 201, Vienna, VA 22180RIA
CRD#: 116123
Vienna, VA
Past
January 17, 1997 - December 31, 2018
MITCO ASSET MANAGEMENT
RIA
CRD#: 116123
VIENNA, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(3/17/2020)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
MA
MITCO ASSET MANAGEMENT
MITCO ASSET MANAGEMENT | ROBERT W MITCHELL III
CRD#: 116123 / SEC#:
Virginia
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Contact information
Main Address
124 Park Street Se Suite 201, Vienna, VA 22180
Mailing Address
Phone number
(703) 304-6725
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 88,280,000 |
Red Flags
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