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Building 2PEACE OF MIND FINANCIAL PLANNING, INC

Map pinCOLORADO SPRINGS, CO
Phone719-836-8181
NotebookSEC #801-122428
Total AUM
$123.6M
Employees
5
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7222 COMMERCE CENTER DRIVE
SUITE 175
COLORADO SPRINGS
CO 80919
United States
Operating Hours
9:00AM - 4:00PM BY APPOINTMENT ONLY
Monday - Friday
Phone
719-836-8181

ReceiptFinancials

Total AUM
$123.6M
Accounts
404
Discretionary
$0
Accounts
0
Non-Discretionary
$123.6M
Accounts
404

ContactClients

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Individual Clients
104
AUM
$54.8M
HNW Individual Clients
17
AUM
$63.6M
Charitable Organization Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION SERVICES; CONSULTING REGARDING FINANCIAL ISSUES RELATING TO DIVORCE
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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