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Mindful Investment Management Company (Santa Fe)


Mindful Investment Management Company is a pension cosultant based in Santa Fe. It manages $6.82 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New Mexico.

Mindful Investment Management Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mindful Investment Management Company: assets under management

The assets under management (AUM) of Mindful Investment Management Company is $6.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.78 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mindful Investment Management Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Fe

The principal office where Mindful Investment Management Company performs its advisory services is located at 214 Mckenzie Street, Santa Fe, NM 87501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (505) 988-3889 or by fax (505) 992-0299. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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