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Mindful Asset Planning LLC

● SEC registered since 2015CRD 113965SEC# 801-80606Apple Valley, MN
Export (members)
Reg. AUM
$452M
Employees
19
Accounts
2,223
Location
Apple Valley, MN

Mindful Asset Planning LLC assets under management

Mindful Asset Planning LLC is an investment advisory firm registered with the SEC based in Apple Valley, MN. The firm has been registered since 2015. It reports $452 million in regulatory assets under management and employs 19 people.
www.linkedin.com/company/mindful-asset-planningView on SEC.gov ↗

Mindful Asset Planning LLC owners & executives

6 reported
NameTitleOwnershipSince
Daniel James Heiar ControlMember Manager/Vice President25-50%2019
Mark William Brice ControlMember/Vice President25-50%2019
Nicholas John Augustin ControlMember/Vice President25-50%2021
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Frequently asked questions

How much does Mindful Asset Planning LLC manage?

Mindful Asset Planning LLC reports $452 million in regulatory assets under management on its Form ADV.

How many employees does Mindful Asset Planning LLC have?

Mindful Asset Planning LLC reports 19 employees.

Where is Mindful Asset Planning LLC located?

Mindful Asset Planning LLC is based in Apple Valley, MN and has been SEC-registered since 2015.

Does Mindful Asset Planning LLC disclose fund performance?

Mindful Asset Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14530 Pennock Ave, Apple Valley, MN 55124
Phone952-432-4666
Fax952-432-6705
Office hours8:00a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$452M
Total (RAUM)$452M