MIMOSA INVESTMENT MANAGEMENT, LLC

WINSTON-SALEM, North Carolina·2 registered advisors·CRD# 114315

SEC# 801-60543336-659-0050

01

Firm Overview

AUM

$41M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at MIMOSA INVESTMENT MANAGEMENT, LLC

2 registered advisors

Charles Collett Patton

WINSTON-SALEM, North Carolina

Robert Hairston Kluttz

WINSTON-SALEM, North Carolina

05

Office Locations

WINSTON-SALEM, North Carolina

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Data sourced from SEC Form ADV filings. MIMOSA INVESTMENT MANAGEMENT, LLC (CRD# 114315) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.