Overview
Assets Under Management: $512 million
Headquarters: SAINT PAUL, MN
High-Net-Worth Clients: 3
Average Client Assets: $42 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.52
Average High-Net-Worth Client Assets: $42 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