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Building 2MIDLAND WEALTH MANAGEMENT

Map pinEFFINGHAM, IL
Phone312-660-6516
NotebookSEC #801-127578
Total AUM
$3.2B
Employees
32
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 NETWORK CENTRE DRIVE
EFFINGHAM
IL 62401
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
312-660-6516
Other Offices
9

ReceiptFinancials

Total AUM
$3.2B
Accounts
4,521
Discretionary
$3.2B
Accounts
4,508
Non-Discretionary
$2M
Accounts
13

ContactClients

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Individual Clients
119
AUM
$27.6M
HNW Individual Clients
19
AUM
$29.9M
Banking Clients
1
AUM
$3.1B
Corporation or Business Clients
1
AUM
$536.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMONYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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