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MIDWEST FINANCIAL GROUP LLC
7400 W 130th Street, Suite 100
Overland Park, Kansas 66213
Tel: 913-696-0041
About MIDWEST FINANCIAL GROUP LLC
MIDWEST FINANCIAL GROUP LLC, formally registered with the SEC as MIDWEST FINANCIAL GROUP LLC. The firm was established in 03/27/2015. They have over 2 offices throughout the country.
MIDWEST FINANCIAL GROUP LLC is a Overland Park, Kansas based Financial Planning firm with nearly $477,818,932 assets under management, offering retirement planning & investment advisory services to 2328 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175288 |
| SEC# | 801-81177 |
| Assets Managed by Firm | $477,818,932 |
| No. of Clients | 2328 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2328 | $477,818,932 |
| Individuals (other than high net worth individuals) | 694 | $109,716,916 |
| High net worth individuals | 225 | $360,466,433 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,515,460 |
| Charitable organizations | Fewer than 5 clients | $6,120,123 |
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