Overview
Assets Under Management: $214 million
Headquarters: DELAFIELD, WI
High-Net-Worth Clients: 51
Average Client Assets: $2.0 million
Frequently Asked Questions
MIDLAND FINANCIAL ADVISORS, INC. 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 #149499), MIDLAND FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
MIDLAND FINANCIAL ADVISORS, INC. is headquartered in DELAFIELD, WI.
MIDLAND FINANCIAL ADVISORS, INC. serves 51 high-net-worth clients according to their SEC filing dated July 30, 2018. View client details ↓
According to their SEC Form ADV, MIDLAND FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MIDLAND FINANCIAL ADVISORS, INC. manages $214 million in client assets according to their SEC filing dated July 30, 2018.
According to their SEC Form ADV, MIDLAND FINANCIAL ADVISORS, INC. 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
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.74%
Average Client Assets: $2.0 million
Total Client Accounts: 917
Discretionary Accounts: 874
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 149499
Filing ID: 1231937
Last Filing Date: 2018-07-30 10:01:00