Mindful Financial LLC

Mindful Financial LLC (CRD# 315424) is a financial advisory firm headquartered in , . They manage $31,009,861 in 41 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
http://www.mindfulfin.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $756,338
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, GA, MA, NC, NY, TN, TX, VA

Financial Advisors at Mindful Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Austin Reid, financial advisor Winston Salem NC
Austin C. Reid
CRD#: 5602191
Winston Salem, NC

Austin Reid (CRD# 5602191) is an Investment Advisor Representative working at Mindful Financial LLC in Winston Salem, NC and has over 14 years of experience in the finance industry.

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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