1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MIDWESTERN FINANCIAL GROUP

Map pinIOWA CITY, IA
Phone319-499-1620
NotebookSEC #801-132625
Total AUM
$172.8M
Employees
3
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
103 E COLLEGE STREET
SUITE 210
IOWA CITY
IA 52240
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
319-499-1620

ReceiptFinancials

Total AUM
$172.8M
Accounts
548
Discretionary
$172.8M
Accounts
548
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
94
AUM
$37.4M
HNW Individual Clients
41
AUM
$132.3M
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account