MASTERMIND HOLDINGS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
THE VILLAGES, Florida
CRD number
337699
Registered since
June 27, 2025

Firm profile

FINTRX

Overview

Mastermind Holdings LLC operates as a limited liability company and engages in various investment activities, including serving as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA) and functioning as an insurance broker. The firm is classified as unclassified and does not hold a capital allocator status. While it is not an active ESG investor, it maintains affiliations with industry entities related to its business activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Carlos Colon

    ManagerCRD 8125366

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

THE VILLAGES, FL

SUMTER

Location

THE VILLAGES, FL

Headquartered in THE VILLAGES, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
SUMTER
Address
3515 Wedgewood Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth