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Building 2MIDWEST FINANCIAL

Map pinGLIDDEN, IA
Phone712-659-2156
NotebookSEC #801-108853
Total AUM
$205M
Employees
4
Clients
631

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
706 MONTANA STREET
GLIDDEN
IA 51443
United States
Operating Hours
8:00AM-4:30PM M-TH 8:00AM-NOON FRIDAY
Monday - Friday
Phone
712-659-2156

ReceiptFinancials

Total AUM
$205M
Accounts
1,758
Discretionary
$205M
Accounts
1,758
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
473
AUM
$70M
HNW Individual Clients
151
AUM
$132.2M
Charitable Organization Clients
5
AUM
$1.3M
Corporation or Business Clients
2
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIAMNNEOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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