RIA Intelligence

MINDFUL INVESTMENT MANAGEMENT COMPANY

CRD #115684 SEC #801-67984 SANTA FE, NM (505) 988-3889
SEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
Employees
5
Clients
--
Accounts
39

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROY, LILLIA, ELIZABETHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ROY, LILLIA, ELIZABETHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 31, 2009 REGISTERED

Notice Filings (1)

NM

Address

214 MCKENZIE STREET
SANTA FE, NM 87501
United States
Phone: (505) 988-3889