AM
Anthony P. Mitchell
MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
REDFORD, MI
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CRD#: 7375606
AM
Professional summary
Anthony Philip-jude Mitchell, who also goes by Anthony P Mitchell, Tony Mitchell, is a registered financial advisor currently at MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC located in Redford, Michigan.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Anthony has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony P Mitchell | Tony 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.
NAME OF BUSINESS: HALL OF FAME CORP; LOCATION: REDFORD, MI; NATURE OF BUSINESS: TECH, FINANCE, CONSULTING; TITLE: PRESIDENT; START DATE: 02/2005; NUMBER OF HRS SPENT ON BUSINESS: 3 HOURS/DAY; NUMBER OF HRS SPENT ON BUSINESS DURING TRADING HRS: 1 HOUR/DAY; BRIEF DESCRIPTION OF DUTIES: STRATEGIC, DIRECTION & LEADERSHIP NAME OF BUSINESS: JGJ MARKETING; LOCATION: WARREN, MI; NATURE OF BUSINESS: POS & PACKING; TITLE: PRESIDENT; START DATE: 07/2011; NUMBER OF HRS SPENT ON BUSINESS: 2 HOURS/WEEK; NUMBER OF HRS SPENT ON BUSINESS DURING TRADING HRS: 0; BRIEF DESCRIPTION OF DUTIES: STRATEGIC, DIRECTION & LEADERSHIP NAME OF BUSINESS: MARKETOCRACY DATA SERVICES; LOCATION: LOS ALTOS, CA; NATURE OF BUSINESS: INVESTMENTS; TITLE: INDEPENDENT CONTRACTOR; START DATE: 09/2014; NUMBER OF HRS SPENT ON BUSINESS: 2 HOURS/WEEK; NUMBER OF HRS SPENT ON BUSINESS DURING TRADING HRS: 1 HR/WEEK; BRIEF DESCRIPTION OF DUTIES: MANAGE A MODEL PORTFOLIO
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Philip-jude Mitchell'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®
NoneExperience
Current
August 10, 2021 - Present
MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
RIA
CRD#: 314667
REDFORD, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MM
MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
MARKETOCRACY CAPITAL MANAGEMENT LLC | MARKETOCRACY MASTERS INC. | MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
CRD#: 314667 / SEC#: 801-121705
RIA
Registered Investment Advisory firm - (7/9/2021 Approved)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
Michigan(8/10/2021)
Current Firm
MM
MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
MARKETOCRACY CAPITAL MANAGEMENT LLC | MARKETOCRACY MASTERS INC. | MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
CRD#: 314667 / SEC#: 801-121705
RIA
Registered Investment Advisory firm - (7/9/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20401 Haggerty Rd. Ste A 131, Northville, MI 48167-1999
Mailing Address
Phone number
(313) 949-8395
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 3,497,162 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
