PEACE OF MIND FINANCIAL PLANNING, INC
Total AUM
$123.6M
Employees
5Clients
122Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7222 COMMERCE CENTER DRIVE
SUITE 175
COLORADO SPRINGS
CO 80919
United States
SUITE 175
COLORADO SPRINGS
CO 80919
United States
Operating Hours
9:00AM - 4:00PM BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
719-836-8181
Financials
Total AUM
$123.6M
Accounts
404Discretionary
$0
Accounts
0Non-Discretionary
$123.6M
Accounts
404
Clients
Individual Clients
104AUM
$54.8M
HNW Individual Clients
17AUM
$63.6M
Charitable Organization Clients
1AUM
$5.2M
Services
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
Compliance
Disclosures
None reported
State Registrations
COTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.