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Mimosa Investment Management, LLC (Winston Salem)


Mimosa Investment Management, LLC is an adviser based in Winston Salem. It manages $40.9 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.

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Mimosa Investment Management 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.

Mimosa Investment Management: assets under management

The assets under management (AUM) of Mimosa Investment Management, LLC is $40.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $524.32 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mimosa Investment Management, LLC 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 Winston Salem

The principal office where Mimosa Investment Management, LLC performs its advisory services is located at 4400 Silas Creek Parkway, Winston Salem, NC 27104, 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 336-659-0050 or by fax 336-659-0051. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.mimosainvestments.com.


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