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MINDFUL ASSET PLANNING LLC

Doing business as MINDFUL ASSET PLANNING. SEC Form ADV profile.

Total regulatory AUM
$529,453,785
Discretionary
$0
Non-discretionary
$529,453,785

Firm details

CRD number
113965
SEC file number
801-80606
Main office
APPLE VALLEY, MN, United States
Employees
22
SEC status
Approved
Fee structure
Hourly Fixed fees Other

As of October 2026.