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Home > Retirement Planners > colorado > colorado springs > PEACE OF MIND FINANCIAL PLANNING, INC
PEACE OF MIND FINANCIAL PLANNING, INC
7222 Commerce Center Drive
Suite 175
Colorado Springs, Colorado 80919
Tel: 719-836-8181
About PEACE OF MIND FINANCIAL PLANNING, INC
PEACE OF MIND FINANCIAL PLANNING, INC, formally registered with the SEC as PEACE OF MIND FINANCIAL PLANNING, INC. The firm was established in 09/30/2021. They have over 1 offices throughout the country.
PEACE OF MIND FINANCIAL PLANNING, INC is a Colorado Springs, Colorado based Financial Planning firm with nearly $118,127,180 assets under management, offering retirement planning & investment advisory services to 429 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289067 |
| SEC# | 801-122428 |
| Assets Managed by Firm | $118,127,180 |
| No. of Clients | 429 |
| No. of Advisors | 5 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX PREPARATION SERVICES; CONSULTING REGARDING FINANCIAL ISSUES RELATING TO DIVORCE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 429 | $118,127,180 |
| Individuals (other than high net worth individuals) | 107 | $53,447,350 |
| High net worth individuals | 16 | $57,583,016 |
| Charitable organizations | Fewer than 5 clients | $7,096,814 |
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