Overview
Assets Under Management: $947 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 891
Discretionary Accounts: 886
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 125389
Last Filing Date: 2024-10-18 00:00:00
Website: https://midwestcap.com