Mindful Asset Planning
Firm details
- Headquarters
- Apple Valley, Minnesota
- CRD number
- 113965
- Registered since
- January 6, 2015
- Website
- www.mindfulassetplanning.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Financial PlanningPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Mindful Asset Planning is an independent RIA organized as a limited liability company and owned by an individual. The firm is registered with the SEC (registered in 2015) and identifies its primary client base as institutional. Its advisory services include financial planning and portfolio management for pooled investment vehicles. Fee arrangements reported include hourly charges, fixed fees, and other non-standard structures. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
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
Contacts
3 of 6
Steven Zimmerman
Co-FounderCRD 1809308
Susan Zimmerman
Co-FounderCRD 1809315
Mark Brice
Partner, Senior Financial PlannerCRD 7090525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Apple Valley, MN
Dakota
Location
Apple Valley, MN
Headquartered in Apple Valley, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Dakota
- Address
- 14530 Pennock Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
BGM Wealth Management
RIABloomington, MN
Fiat Wealth Management
RIAWayzata, MN
Legacy Wealth
RIAWoodbury, MN
Stiles Financial Services, Inc.
RIAEdina, MN
Legacies Wealth LLC
RIAMinnetonka, MN
Perceptive Edge Investment Management, Inc.
RIAWayzata, MN