Mindful Financial LLC
Mindful Financial LLC (CRD# 315424) is a financial advisory firm headquartered in , . They manage $31,009,861 in 41 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Mindful Financial LLC
By the Numbers
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Total Assets Under Management31MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$756,338
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, GA, MA, NC, NY, TN, TX, VA
Financial Advisors at Mindful Financial LLC
1
Austin Reid (CRD# 5602191) is an Investment Advisor Representative working at Mindful Financial LLC in Winston Salem, NC and has over 14 years of experience in the finance industry.
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