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Building 2MIDWEST FINANCIAL NETWORK, LLC

Map pinTINLEY PARK, IL
Phone708-670-3083
NotebookSEC #801-131367
Total AUM
$141.9M
Employees
2
Clients
221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17244 OAK PARK AVENUE
TINLEY PARK
IL 60477
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
708-670-3083
Other Offices
2

ReceiptFinancials

Total AUM
$141.9M
Accounts
537
Discretionary
$141.9M
Accounts
536
Non-Discretionary
$44.5K
Accounts
1

ContactClients

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Individual Clients
138
AUM
$43.6M
HNW Individual Clients
80
AUM
$98.2M
Pension/Profit Sharing Plan Clients
1
AUM
$44.5K
Investment Advisor Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILIN

HandshakeAffiliates

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

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