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Building 2MIDWEST FINANCIAL

Map pinGLIDDEN, IA
Phone712-659-2156
NotebookSEC #801-79383
Total AUM
$73.6M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
706 MONTANA STREET
GLIDDEN
IA 51443
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
712-659-2156

ReceiptFinancials

Total AUM
$73.6M
Accounts
673
Discretionary
$72.8M
Accounts
667
Non-Discretionary
$845.4K
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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

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