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 $767,047,736 assets under management, offering retirement planning & investment advisory services to 780 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	$767,047,736
No. of Clients	780
No. of Advisors	8

Fee Structure

A Percentage of AUM
Fixed Fees
Other(CONSULTING FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	780	$767,047,736
Individuals (other than high net worth individuals)	210	$41,815,969
High net worth individuals	87	$135,790,930
Pension and profit sharing plans	52	$472,525,390
Charitable organizations	5	$8,248,624
Corporations or other businesses	2	$4,018,143

More Retirement Planning firms in Grand Rapids, Michigan:

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PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$18,613,469,251	16470	130
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$17,421,295,183	82	64
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$12,103,858,871	332	15
MCQUEEN FINANCIAL ADVISORS II, INC. 1239 Anderson Road Clawson, MI, 48017	$11,794,814,698	145	50

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