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Building 2MIDWESTERN SECURITIES TRADING CO.,LLC

Map pinEAST PEORIA, IL
Phone309-699-6786
NotebookSEC #801-77948
Total AUM
$2B
Employees
105
Clients
11,847

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 EVERETT ST
EAST PEORIA
IL 61611
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
309-699-6786
Other Offices
85

ReceiptFinancials

Total AUM
$2B
Accounts
11,847
Discretionary
$1.1B
Accounts
6,960
Non-Discretionary
$871.4M
Accounts
4,887

ContactClients

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Individual Clients
11,466
AUM
$1.4B
HNW Individual Clients
243
AUM
$450.1M
Corporation or Business Clients
138
AUM
$93.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MANAGEMENT FOR 401(K) RETIREMENT PLANS DEFINED IN SECTION 3(38) OF ERISA RULES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER 3RD PARTY MANAGEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAHIIAIDILINKSKYMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV

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

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