Overview
Assets Under Management: $452 million
Headquarters: APPLE VALLEY, MN
High-Net-Worth Clients: 2
Average Client Assets: $226 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $226 million
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