Mindful Investing LLC
RIASEC Registered
Total AUM
$8.5M
Discretionary
$8.5M
100% of AUM
Avg account
$4.2M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331322
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses62.45%
- HNWI37.55%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mindful Investing LLC is an independent, owner-operated registered investment adviser organized as an LLC that manages portfolios for both individual/family clients and institutional or business accounts. The firm provides discretionary portfolio management to individuals, small businesses, and institutions and charges fees as a percentage of assets under management. It does not identify as an active ESG investor and is not registered as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- US Government Bonds14%
- Cash & Cash Equivalents14%
- Public Funds/Mutual Funds10%
- Non-Investment Grade Corp Bonds7%
Contacts
1 of 1Prashant Mandare
DirectorCRD 7931425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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