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, privately held SEC‑registered investment adviser that has been operating since 1972. The firm serves individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its core advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. Filings indicate a clear equity preference and the firm is not identified as an active ESG investor or a capital allocator. Mitchell Sinkler & Starr was named among CNBC’s Top 100 Financial Advisory Firms 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
Peter Toscani
Vice PresidentCRD 7183791
William Wylie
PresidentCRD 4334866
Nicholas Carper
Portfolio ManagerCRD 4334883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$74M in ETFs
99%
$73.3M
0%
$666K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $12.9M | 18,801 | 17.46% |
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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