14530 Pennock Ave
Apple Valley, Minnesota 55124
Tel: 952-432-4666
MINDFUL ASSET PLANNING, formally registered with the SEC as MINDFUL ASSET PLANNING. The firm was established in 01/06/2015. They have over 1 offices throughout the country.
MINDFUL ASSET PLANNING is a Apple Valley, Minnesota based Financial Planning firm with nearly $386,410,704 assets under management, offering retirement planning & investment advisory services to 2035 clients. The firm is staffed with 19 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113965 |
SEC# | 801-80606 |
Assets Managed by Firm | $386,410,704 |
No. of Clients | 2035 |
No. of Advisors | 19 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2035 | $386,410,704 |
Individuals (other than high net worth individuals) | 342 | $386,410,704 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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