MINDFUL ASSET PLANNING

14530 Pennock Ave
Apple Valley, Minnesota 55124
Tel: 952-432-4666

About MINDFUL ASSET PLANNING

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.

Firm Information

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

Fee Structure

Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS SUPERVISED)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2035	$386,410,704
Individuals (other than high net worth individuals)	342	$386,410,704

More Retirement Planning firms in Apple Valley, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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