MIDWEST FINANCIAL PARTNERS
Total AUM
$1.5B
Employees
30Clients
531Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
912 WEST SAINT GERMAIN STREET
SUITE #300
ST. CLOUD
MN 56301
United States
SUITE #300
ST. CLOUD
MN 56301
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
320-251-3752
Financials
Total AUM
$1.5B
Accounts
5,795Discretionary
$1.5B
Accounts
5,790Non-Discretionary
$42.3M
Accounts
5
Clients
Individual Clients
112AUM
$473.6M
HNW Individual Clients
326AUM
$1B
Pension/Profit Sharing Plan Clients
64AUM
$12.9M
Charitable Organization Clients
16AUM
$17.2M
Corporation or Business Clients
13AUM
$4.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIAIDILINMIMNNDNYOHORPASDTNTXWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.