Overview
Assets Under Management: $478 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 225
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,328
Discretionary Accounts: 2,227
Non-Discretionary Accounts: 101
Regulatory Filings
CRD Number: 175288
Last Filing Date: 2025-02-07 00:00:00
Website: https://midwestfingroup.com