Overview
Assets Under Management: $452 million
Headquarters: APPLE VALLEY, MN
Frequently Asked Questions
MINDFUL ASSET PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113965), MINDFUL ASSET PLANNING LLC is subject to fiduciary duty under federal law.
MINDFUL ASSET PLANNING LLC is headquartered in APPLE VALLEY, MN.
According to their SEC Form ADV, MINDFUL ASSET PLANNING LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MINDFUL ASSET PLANNING LLC manages $452 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, MINDFUL ASSET PLANNING LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Total Client Accounts: 2,223
Non-Discretionary Accounts: 2,223
Regulatory Filings
CRD Number: 113965
Filing ID: 1970160
Last Filing Date: 2025-03-28 18:17:00
Website: https://mindfulplanning.com