Mitchum Wilhite Tapson

Trutoro

17 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning

Trutoro

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

806 clients

Average Client Portfolio

$162K average

Assets Under Management

$130.7M

Fee Structure

Minimum Investment:$200K

Location

2201 Washington Avenue, Suite 2, Conway, AR, 72032

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History

Regulatory History (1)

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Regulatory

July 2009

Final

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Other Business ActivitiesSells Insurance

Mitchum is a pastor at Woodlawn Baptist Church, dedicating a few hours per week. He is also a registered representative and insurance agent with Cardinal Investment Group, spending nearly full-time hours on this activity, and he established Tapson Financial Services for tax purposes.