MIDWEST CAPITAL ADVISORS, LLC

630 Kenmoor Ave. Se
Suite 206
Grand Rapids, Michigan 49546
Tel: 616-454-9600

About MIDWEST CAPITAL ADVISORS, LLC

MIDWEST CAPITAL ADVISORS, LLC, formally registered with the SEC as MIDWEST CAPITAL ADVISORS, LLC. The firm was established in 05/02/2014. They have over 1 offices throughout the country.

MIDWEST CAPITAL ADVISORS, LLC is a Grand Rapids, Michigan based Financial Planning firm with nearly $947,304,066 assets under management, offering retirement planning & investment advisory services to 891 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125389
SEC#	801-79681
Assets Managed by Firm	$947,304,066
No. of Clients	891
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Other (CONSULTING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (RETIREMENT PLAN CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	891	$947,304,066
Individuals (other than high net worth individuals)	214	$54,759,566
High net worth individuals	100	$180,335,444
Pension and profit sharing plans	52	$574,613,885
Charitable organizations	5	$8,637,312
Corporations or other businesses	2	$4,712,681

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