Mindie Molina Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,000,000
Total clients
43
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
43
Average account size
$139,535
About
Mindie Molina Investments, LLC provides ongoing portfolio management and investment advice to individual clients, including high‑net‑worth individuals, and tailors written Investment Policy Statements to each client's goals, risk tolerance and time horizon. The firm operates as a single‑advisor independent registered investment adviser and typically manages client accounts on a discretionary basis.
The firm’s investment approach draws on modern portfolio theory and quantitative analysis to construct allocations primarily using equities, fixed‑income securities and exchange‑traded funds, and it employs both long‑ and short‑term trading when appropriate. MMIL documents client objectives in an IPS, conducts periodic monitoring, may refer portions of portfolios to third‑party money managers after due diligence, and provides monthly account reporting through the custodian.
A distinctive aspect of the firm is its affiliation with an insurance business and that the principal is a licensed insurance agent who may receive compensation for insurance product sales; the brochure discloses this potential conflict and outlines documentation and disclosure practices. The firm also discloses that it will receive fee‑sharing compensation when directing clients to certain third‑party managers and describes procedures intended to manage those conflicts through disclosure and periodic review.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Active portfolio management
Fee options
1.00% annually
Main office location
Mindie Molina Investments, LLC
2081 Se Ocean Blvd, Suite 301
Stuart FL 34996, United States
Number of offices
1
Most active in
Mindie Molina Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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