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| Keyboard |
| Peace of Mind Financial Inc
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|---|---|
| CRD # | 289067 |
| SEC # | 801-122428 |
| CIK # | |
| AUM | 123.6 M (2026-03-27) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 719-836-8181 |
| Address | 7222 Commerce Center Drive Colorado Springs, CO 80919 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 54.8 |
| (b) Individuals (high net worth individuals) | 17 | 63.6 |
| (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 | 5.2 |
| (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 | 404 | 123.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 404 | 123.6 |
| Total | 404 | 123.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.6 | |
| Total | 404 | 123.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fortis Private Wealth Advisors LLC
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FL | 124.4 M |
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Vorpahl Wing Securities Inc
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WA | 124.4 M |
|
Royal Palms Capital LLC
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124.2 M | |
|
True Coastal Capital LLC
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GA | 124.1 M |
|
Schuylkill Financial LLC
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PA | 123.6 M |
|
Tactica LLC
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123.5 M | |
|
Investment Management Trust LLC
✚
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MA | 123.5 M |
|
O'Domhnaill Enterprises Inc
✚
|
WY | 123.3 M |
|
Pacific Specialty Investment Group LLC
✚
|
CA | 123.2 M |
|
Fifit LLC
✚
|
123.1 M |