MIDWESTERN FINANCIAL GROUP
Total AUM
$172.8M
Employees
3Clients
137Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
103 E COLLEGE STREET
SUITE 210
IOWA CITY
IA 52240
United States
SUITE 210
IOWA CITY
IA 52240
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
319-499-1620
Financials
Total AUM
$172.8M
Accounts
548Discretionary
$172.8M
Accounts
548Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
94AUM
$37.4M
HNW Individual Clients
41AUM
$132.3M
Charitable Organization Clients
1AUM
$1.7M
Corporation or Business Clients
1AUM
$1.4M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
IAILTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.