MINDIE MOLINA INVESTMENTS, LLC
Firm details
- Headquarters
- STUART, Florida
- CRD number
- 323378
- Website
- mindiemolina.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mindie Molina Investments, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily focuses on providing financial planning services, portfolio management for individuals and small businesses, and selecting other advisers. Mindie Molina Investments caters to a client base comprised of individuals and families, emphasizing a personalized approach to wealth management. The firm does not engage in active ESG investing and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Other100%
Owners & executives
1 of 1MINDIE MOLINA
CEOCRD 6426436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STUART, FL
MARTIN
Location
STUART, FL
Headquartered in STUART, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MARTIN
- Address
- 2081 SE Ocean Blvd
- Time zone
- ET (UTC-5)
- Office locations
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