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PEACE OF MIND FINANCIAL PLANNING, INC
PEACE OF MIND FINANCIAL, INC
CRD 289067 · SEC 801-122428
7222 COMMERCE CENTER DRIVE, SUITE 175, COLORADO SPRINGS, CO, 80919, United States
Phone
719-836-8181
Fax
719-836-8996
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.6M
Discretionary AUM
$0
Team
5 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES; CONSULTING REGARDING FINANCIAL ISSUES RELATING TO DIVORCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $54.8M |
| High net worth individuals | 17 | $63.6M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD