This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber
- Established Date
- 11-27-2024
- Office Locations
- 1
Office Locations
About Mindie Molina Investments, LLC
Mindie Molina Investments, LLC is a Stuart, FL registered investment adviser led by Mindie Molina (RIA and insurance agent). The firm provides fiduciary financial planning, retirement plan and 401(k) management (including 403(b)/457 and SDBA), and insurance solutions such as annuity reviews/refinances, life, long-term care, and Medicare. Custody includes Charles Schwab. Outreach includes the Retirement Round Table and The Mindie Molina Show.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MINDIE NICOLE MOLINA
Chief Compliance Officer, Managing Member
- CRD
- #6426436
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $8,229,679,630 | 100.0% |
| Total | $8,229,679,630 | 100.0% |