Be advised. This firm is no longer registered.

Mimosa Investment Management, LLC

Mimosa Investment Management, LLC (CRD# 114315) is a financial advisory firm headquartered in Winston Salem, NC. They manage $70,919,907 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4400 Silas Creek Parkway, Suite 104, Winston Salem, NC 27104
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $576,585
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Mimosa Investment Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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