PEACE OF MIND FINANCIAL, INC
Legal name: PEACE OF MIND FINANCIAL PLANNING, INC
CRD #289067 SEC #801-122428 COLORADO SPRINGS, CO 719-836-8181
SEC Registered
Total AUM
$118.1M
Discretionary
$0
Employees
5
Clients
10
Accounts
429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $118.1M | $0 | $118.1M | 5 | 4 |
| Mar 2024 | $115.3M | $0 | $115.3M | 6 | 9 |
| Mar 2023 | $105.8M | $0 | $105.8M | 6 | 3 |
| Feb 2022 | $120.7M | $0 | $120.7M | 6 | 0 |
| Dec 2021 | $116.2M | $0 | $116.2M | 7 | 2 |
| Aug 2021 | $116.2M | $0 | $116.2M | 7 | 2 |
DateMar 2025
Total AUM$118.1M
Discretionary$0
Non-Disc.$118.1M
Employees5
Clients4
DateMar 2024
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees6
Clients9
DateMar 2023
Total AUM$105.8M
Discretionary$0
Non-Disc.$105.8M
Employees6
Clients3
DateFeb 2022
Total AUM$120.7M
Discretionary$0
Non-Disc.$120.7M
Employees6
Clients0
DateDec 2021
Total AUM$116.2M
Discretionary$0
Non-Disc.$116.2M
Employees7
Clients2
DateAug 2021
Total AUM$116.2M
Discretionary$0
Non-Disc.$116.2M
Employees7
Clients2