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Building 2MIDWEST FINANCIAL GROUP LLC

Map pinOVERLAND PARK, KS
Phone913-696-0041
NotebookSEC #801-81177
Total AUM
$566.1M
Employees
9
Clients
955

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7400 W 130TH STREET, SUITE 100
OVERLAND PARK
KS 66213
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
913-696-0041
Other Offices
1

ReceiptFinancials

Total AUM
$566.1M
Accounts
2,222
Discretionary
$559.4M
Accounts
2,108
Non-Discretionary
$6.7M
Accounts
114

ContactClients

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Individual Clients
727
AUM
$138.4M
HNW Individual Clients
204
AUM
$413.9M
Pension/Profit Sharing Plan Clients
19
AUM
$6.2M
Charitable Organization Clients
5
AUM
$7.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLIAILKSLAMONEOKTX

HandshakeAffiliates

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

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