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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Peace of MIND Financial Inc
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|---|---|
| CRD # | 289067 |
| SEC # | 801-122428 |
| CIK # | |
| AUM | $118.1 M (2025-02-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 719-836-8181 |
| Address | 7222 Commerce Center Drive Colorado Springs, CO 80919 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 53.4 |
| (b) Individuals (high net worth individuals) | 16 | 57.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 118.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 429 | 118.1 |
| Total | 429 | 118.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.1 | |
| Total | 429 | 118.1 |
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|---|---|---|
|
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✚
|
WA | 0.1 |
|
Chastain Wealth Management LLC
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|
0.1 | |
|
Lane Generational LLC
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0.1 | |
|
Safran Wealth Advisors LLC
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|
NY | 0.1 |
|
Broadstreet Global Advisors Inc
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|
NY | 0.1 |
|
Certified Financial Strategies Corporation
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|
TX | 0.1 |
|
Calder Financial LLC
✚
|
0.1 | |
|
Burnham & Company LLC
✚
|
MI | 0.1 |
|
Arbalpha Capital LLC
✚
|
FL | 0.1 |
|
YDFS Inc
✚
|
0.1 |