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Building 2MIDLAND FINANCIAL ADVISORS, INC.

Map pinDELAFIELD, WI
Phone262-303-4503
NotebookSEC #801-70047
Total AUM
$215.3M
Employees
3
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
524 MILWAUKEE ST.
SUITE 300
DELAFIELD
WI 53018
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
262-303-4503
Other Offices
2

ReceiptFinancials

Total AUM
$215.3M
Accounts
715
Discretionary
$203.4M
Accounts
678
Non-Discretionary
$12M
Accounts
37

ContactClients

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Individual Clients
209
AUM
$97.8M
HNW Individual Clients
53
AUM
$114.4M
Charitable Organization Clients
1
AUM
$783.1K
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMNMONCNETXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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