Overview
Assets Under Management: $249 million
Headquarters: ARLINGTON HEIGHTS, IL
Frequently Asked Questions
MIDWAY WEALTH PARTNERS, 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 #323770), MIDWAY WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
MIDWAY WEALTH PARTNERS, LLC is headquartered in ARLINGTON HEIGHTS, IL.
According to their SEC Form ADV, MIDWAY WEALTH PARTNERS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
MIDWAY WEALTH PARTNERS, LLC manages $249 million in client assets according to their SEC filing dated January 17, 2024.
According to their SEC Form ADV, MIDWAY WEALTH PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Total Client Accounts: 1,069
Discretionary Accounts: 1,069
Regulatory Filings
CRD Number: 323770
Last Filing Date: 2024-01-17 00:00:00
Website: https://outsourcecco.com