Mindful Money
Mindful Money (CRD# 170130) is a financial advisory firm headquartered in Berkeley, CA. They manage $294,924,675 in 732 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management295MILLION
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Total Number of Accounts732ACCOUNTS
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Average Account Value$402,903
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, HI, NY, OR, TX
Financial Advisors at Mindful Money
No Advisor Found.
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