$625.5K Total AUM
$589.1K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-13-2025
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About Mindful Millions Management Pllc
Mindful Millions Management Pllc is a Phoenix-based RIA. The firm has been operating for 1 years. Managing $625.5K in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
29 AVG AGE
$625.5K AVG AUM / ADVISOR
$69.5K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
CRISTINA PEREZ
Financial Planner
- CRD
- #7002700
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $589,137 | -- |
| Non-Discretionary | $36,364 | -- |
| Total | $625,501 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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