Director · Mitchell Capital Management Co
Miles H Green
CRD 7736025 · Named on Form ADV at one SEC-registered adviser
At a glance
Mitchell Capital Management Co, an SEC-registered wealth manager based in Leawood, KS with $847 million in regulatory assets, lists Miles H Green on its Form ADV as Director.
Firms and roles
- Mitchell Capital Management CoDirectorWealth manager · Leawood, KS · $847M in regulatory assets
AtlasMembers
Miles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Miles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Kenneth L. GreenPresident/director, Mitchell Capital Management Co
- Jonn M. WullschlegerVice President/director, Mitchell Capital Management Co
- Barbara J. RoszelChief Compliance Officer/director/asst Secretary, Mitchell Capital Management Co
- Christen E. DusselierDirector/secretary, Mitchell Capital Management Co
- Philip A. KernenDirector, Mitchell Capital Management Co
1 more person named with Miles on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Miles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.