RIA Intel›Advisers›New Mexico›MINDFUL INVESTMENT MANAGEMENT COMPANY

MINDFUL INVESTMENT MANAGEMENT COMPANY

Advisory

SANTA FE, NM

Data as of Mar 17, 2010 · Source: SEC Form ADV

Total AUM
$7M
1-Year AUM Growth
+11.8%
3-Year CAGR
+0.7%
Employees
0
Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingMay 22, 2007
Latest FilingMar 17, 2010
🔒 Full AUM trend chart and 7 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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