| Name | Title | Ownership | Since |
|---|---|---|---|
| Danielle Renee Parris-Exline | Shareholder | 10-25% | 2023 |
| Linda Yows Leitz Control | President And Chief Compliance Officer | Over 75% | 2020 |
Peace of Mind Financial, Inc reports $118.1 million in regulatory assets under management on its Form ADV.
Peace of Mind Financial, Inc reports 5 employees.
Peace of Mind Financial, Inc is based in Colorado Springs, CO and has been SEC-registered since 2021.
Peace of Mind Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7222 Commerce Center Drive, Suite 175, Colorado Springs, CO 80919 |
| Phone | 719-836-8181 |
| Fax | 719-836-8996 |
| Office hours | 9:00a.m. - 4:00p.m. By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $118.1M |
| Total (RAUM) | $118.1M |