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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 |
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