Overview
Assets Under Management: $1.3 billion
Headquarters: ST. CLOUD, MN
High-Net-Worth Clients: 217
Average Client Assets: $3 million
Frequently Asked Questions
MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. 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 #173790), MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. is subject to fiduciary duty under federal law.
MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. is headquartered in ST. CLOUD, MN.
MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. serves 217 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. manages $1.3 billion in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 5,421
Discretionary Accounts: 5,416
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 173790
Last Filing Date: 2025-02-26 00:00:00
Website: https://mfpmn.com