Mitchell Sinkler & Starr
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 106460
- Registered since
- February 8, 1972
- Website
- www.mssadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.98%
- Charitable Organizations2.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mitchell Sinkler & Starr is an independent registered investment adviser organized as a corporation and owned by individuals. The firm is SEC-registered (first registered in 1972) and works with both high-net-worth individuals and families as well as institutional clients. Its core services are financial planning and portfolio management for individuals, small businesses, and institutional entities; clients are charged on a percentage-of-assets-under-management basis. The firm does not identify as an active ESG investor and is not described as a multistate or pension consulting adviser. Mitchell Sinkler & Starr appeared on CNBC’s Top 100 Financial Advisory Firms list in 2019.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- US Government Bonds1%
Contacts
3 of 7
William Wylie
PresidentCRD 4334866
Nicholas Carper
Portfolio ManagerCRD 4334883
Phillip Beckner
Portfolio ManagerCRD 7023162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$75M in ETFs
99%
$74.4M
0%
$600K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $13.5M | 19,288 | 18.02% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 2 Penn Ctr
- Time zone
- ET (UTC-5)
- Office locations
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