Miles H Green
Advisor at Mitchell Capital Management Co — Leawood, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
3 years
Location
Leawood, KS 66211-7822
Mitchell Capital Management Co
Team
Total advisors
6Clients per advisor
53 TypicalAvg AUM per client
$1,822,215 HighHNW client ratio
44% HighMiles Green is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mitchell Capital Management Co since 2017. His prior work includes roles at Texas Christian University and a brief period of unemployment. Mitchell Capital Management Co is an SEC-registered investment adviser managing approximately $861 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations, utilizing a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.
Based on Mitchell Capital Management Co
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable
Leawood, KS
11460 Tomahawk Creek Parkway, Suite 410
Leawood KS 66211-7822
Advisors at this office
6
Kansas
3 years of industry experience
Mitchell Capital Management Co
2021 - Present • 5 years
Leawood, KS
Unemployed
2021 - 2021 • 1 year
Leawood, KS
TCU
2020 - 2021 • 1 year
Fort Worth, TX
Mitchell Capital Management Co
2020 - 2020 • 1 year
Leawood, KS
TCU
2019 - 2020 • 1 year
Fort Worth, TX
Mitchell Capital Management Co
2019 - 2019 • 1 year
Leawood, KS
tCU
2018 - 2019 • 1 year
Fort Worth, TX
Mitchell Capital Management Co
2018 - 2018 • 1 year
Leawood, KS
TCU
2017 - 2018 • 1 year
Fort Worth, TX
Mitchell Capital Management Co
2017 - 2017 • 1 year
Leawood, KS
Blue Valley North High School
2013 - 2017 • 4 years
Leawood, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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