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
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Mimosa Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles C. Patton
CRD#: 2441574
4400 Silas Creek Parkway, Suite 104, Winston Salem, NC 27104
93
Wealthminder
score

Charles Patton (CRD# 2441574) is an Investment Advisor Representative working at Mimosa Investment Management, LLC in Winston Salem, NC and has over 22 years of experience in the finance industry.

2
Robert H. Kluttz
CRD#: 2541385
4400 Silas Creek Parkway, Suite 104, Winston Salem, NC 27104
90
Wealthminder
score

Robert Kluttz (CRD# 2541385) is an Investment Advisor Representative working at Mimosa Investment Management, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.

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