Overview
Assets Under Management: $478 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 225
Average Client Assets: $2 million
Frequently Asked Questions
MIDWEST FINANCIAL GROUP 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 #175288), MIDWEST FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
MIDWEST FINANCIAL GROUP LLC is headquartered in OVERLAND PARK, KS.
MIDWEST FINANCIAL GROUP LLC serves 225 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, MIDWEST FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MIDWEST FINANCIAL GROUP LLC manages $478 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, MIDWEST FINANCIAL GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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