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Building 2MIDWEST CAPITAL ADVISORS, LLC

Map pinGRAND RAPIDS, MI
Phone616-454-9600
NotebookSEC #801-79681
Total AUM
$1.4B
Employees
11
Clients
339

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
688 CASCADE WEST PARKWAY SE
GRAND RAPIDS
MI 49546
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
616-454-9600

ReceiptFinancials

Total AUM
$1.4B
Accounts
971
Discretionary
$1.1B
Accounts
966
Non-Discretionary
$246M
Accounts
5

ContactClients

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Individual Clients
140
AUM
$55.9M
HNW Individual Clients
125
AUM
$291.1M
Pension/Profit Sharing Plan Clients
65
AUM
$836.7M
Charitable Organization Clients
1
AUM
$5.1M
Government Entity Clients
7
AUM
$155.1M
Corporation or Business Clients
1
AUM
$12.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMITX

HandshakeAffiliates

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

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