$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Element
- Established Date
- 11-10-2021
- Office Locations
- 1
Office Locations
-- Short Hills NJ
About Mindful Advisory, LLC
Mindful Advisory, LLC is a Northvale, NJ–based, founder-led RIA serving retail clients, including entrepreneurs. The firm provides financial planning with portfolio construction, risk management, tax and insurance planning. Portfolios are implemented primarily with ETFs (and some cash) and may incorporate mutual funds and alternative exposures; custody includes Interactive Brokers.
Team overview
57 AVG AGE
$6.5M AVG AUM / ADVISOR
$652.2K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Alpha Prime Foundation Harbor bridge Harbor
Client Personas
Summit
Investment Themes
Catalyst
Investment Vehicles
Value radial
Services
Wave timber Vector Vital crest Pioneer frontier Vertex Prime radial
Technology
Optima pathway
Owner & Executives
JOHN NICHOLAS COUMARIANOS
Chief Compliance Officer, Managing Member
- CRD
- #3162482
- Ownership
- 75% or more
(254) 352-5738
harbor.unison@signalcapital.com
in linkedin.com/in/eagle-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,522,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,522,487 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,522,487
Equity - Exchange:
63.6% Cash:
36.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $414,288,811 | 63.6% |
| Cash | $237,108,691 | 36.4% |
| Total | $651,397,502 | 100.0% |