Peace of Mind Financial, Inc
● SEC registered since 2021CRD 289067SEC# 801-122428Colorado Springs, CO
Reg. AUM
$123.6M
Employees
5
Accounts
404
Location
Colorado Springs, CO
Peace of Mind Financial, Inc assets under management
Peace of Mind Financial, Inc is a registered investment adviser overseen by the SEC based in Colorado Springs, CO. The firm has been registered since 2021. It reports $123.6 million in regulatory assets under management and employs 5 people.
Peace of Mind Financial, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Danielle Renee Parris-Exline | Shareholder | 10-25% | 2023 |
| Linda Yows Leitz Control | President And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Peace of Mind Financial, Inc manage?
Peace of Mind Financial, Inc reports $123.6 million in regulatory assets under management on its Form ADV.
How many employees does Peace of Mind Financial, Inc have?
Peace of Mind Financial, Inc reports 5 employees.
Where is Peace of Mind Financial, Inc located?
Peace of Mind Financial, Inc is based in Colorado Springs, CO and has been SEC-registered since 2021.
Does Peace of Mind Financial, Inc disclose fund performance?
Peace of Mind Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7222 Commerce Center Drive, Suite 175, Colorado Springs, CO 80919 |
| Phone | 719-836-8181 |
| Fax | 719-836-8996 |
| Office hours | 9:00a.m. - 4:00p.m. By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.6M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$123.6Mregulatory AUM
Discretionary $0Non-discretionary $123.6M