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Building 2MIDWEST FINANCIAL PARTNERS

Map pinST. CLOUD, MN
Phone320-251-3752
NotebookSEC #801-80667
Total AUM
$1.5B
Employees
30
Clients
531

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
912 WEST SAINT GERMAIN STREET
SUITE #300
ST. CLOUD
MN 56301
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
320-251-3752

ReceiptFinancials

Total AUM
$1.5B
Accounts
5,795
Discretionary
$1.5B
Accounts
5,790
Non-Discretionary
$42.3M
Accounts
5

ContactClients

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Individual Clients
112
AUM
$473.6M
HNW Individual Clients
326
AUM
$1B
Pension/Profit Sharing Plan Clients
64
AUM
$12.9M
Charitable Organization Clients
16
AUM
$17.2M
Corporation or Business Clients
13
AUM
$4.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAIDILINMIMNNDNYOHORPASDTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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