Overview
Assets Under Management: $512 million
Headquarters: SAINT PAUL, MN
High-Net-Worth Clients: 123
Average Client Assets: $3 million
Frequently Asked Questions
GREATER MIDWEST FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324387), GREATER MIDWEST FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
GREATER MIDWEST FINANCIAL GROUP, LLC is headquartered in SAINT PAUL, MN.
GREATER MIDWEST FINANCIAL GROUP, LLC serves 123 high-net-worth clients according to their SEC filing dated May 20, 2025. View client details ↓
According to their SEC Form ADV, GREATER MIDWEST FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GREATER MIDWEST FINANCIAL GROUP, LLC manages $512 million in client assets according to their SEC filing dated May 20, 2025.
According to their SEC Form ADV, GREATER MIDWEST FINANCIAL GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,484
Discretionary Accounts: 2,430
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 324387
Filing ID: 1991652
Last Filing Date: 2025-05-20 11:12:00
Website: https://greater-midwest.com