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Peace OF Mind Financial Planning, INC

Peace OF Mind Financial Planning, INC. CRD 289067

Peace OF Mind Financial Planning, INC logo

CRD: 289067

Peace OF Mind Financial Planning, INC

Colorado Springs, CO, 80919
7198368181
peaceofmindfinancialplanning.com
$123.6M Total AUM
$0 Disc. AUM
5.3% 3Y CAGR
5 Employees
125 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
Delta frontierOptima legacy +more
Established Date
08-07-2017
Office Locations
1

Office Locations

7222 Commerce Center Drive Suite 175 Colorado Springs CO

About Peace OF Mind Financial Planning, INC

Peace of Mind Financial Planning, Inc. is a Colorado Springs financial planning firm focused on accessible, collaborative advice for individuals across their careers—from building retirement readiness to planning for incapacity and legacy goals. The firm helps clients make investment decisions that fit their lifestyle and priorities, including directing assets to people and causes they care about. Custody includes Charles Schwab and Altruist.

Team overview

46 AVG AGE
$61.8M AVG AUM / ADVISOR
$989.1K AVG AUM / CLIENT
7.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Momentum harbor Fusion bridge

Client Personas

Quantum signal

Custodian

Radial fusion Bridge

Investment Themes

Value capital Wave Optima

Investment Vehicles

Optima signal

Services

Horizon vertex Bridge Glacier vital Harbor bridge Summit optima Optima fusion Beacon value Pathway optima Bridge

Technology

Radial value Quantum vital Eagle Eagle Ember zenith

Owner & Executives

LINDA YOWS LEITZ

LINDA YOWS LEITZ

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#2311643
Ownership
75% or more
(217) 981-8034
pathway.catalyst@embercapital.com
in linkedin.com/in/frontier-matrix
Danielle Renee Parris-Exline

Danielle Renee Parris-Exline

Financial Advisor, General Partner

CRD
#7285794
Ownership
10% but less than 25%
(306) 761-5282
summit.pathway@eaglecapital.com
in linkedin.com/in/timber-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-22-2022
03-09-2023
03-27-2024
02-28-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $123,633,619 $306,024
Total $123,633,619 $306,024

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Separately Managed Accounts

Total SMA Asset: $123,633,619

$123.6M Total SMA
Public Funds:
41.7%
Cash:
36.8%
Equity - Exchange:
21.5%
Asset class Assets Assets %
Public Funds $1,344,452,143 41.7%
Cash $1,186,470,956 36.8%
Equity - Exchange $693,182,760 21.5%
Total $3,224,105,859 100.0%

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