Overview
Assets Under Management: $205 million
Headquarters: GLIDDEN, IA
High-Net-Worth Clients: 151
Average Client Assets: $0.9 million
Frequently Asked Questions
MIDWEST FINANCIAL 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 #169855), MIDWEST FINANCIAL is subject to fiduciary duty under federal law.
MIDWEST FINANCIAL is headquartered in GLIDDEN, IA.
MIDWEST FINANCIAL serves 151 high-net-worth clients according to their SEC filing dated June 29, 2023. View client details ↓
According to their SEC Form ADV, MIDWEST FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
MIDWEST FINANCIAL manages $205 million in client assets according to their SEC filing dated June 29, 2023.
According to their SEC Form ADV, MIDWEST FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 151
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.51%
Average Client Assets: $0.9 million
Total Client Accounts: 1,758
Discretionary Accounts: 1,758
Regulatory Filings
CRD Number: 169855
Filing ID: 1772230
Last Filing Date: 2023-06-29 09:30:00