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Home > Retirement Planners > minnesota > saint paul > GREATER MIDWEST FINANCIAL GROUP, LLC
GREATER MIDWEST FINANCIAL GROUP, LLC
3222 Rice St.
Saint Paul, Minnesota 55126
Tel: 651-490-9790
About GREATER MIDWEST FINANCIAL GROUP, LLC
GREATER MIDWEST FINANCIAL GROUP, LLC, formally registered with the SEC as GREATER MIDWEST FINANCIAL GROUP, LLC. The firm was established in 01/19/2023. They have over 1 offices throughout the country.
GREATER MIDWEST FINANCIAL GROUP, LLC is a Saint Paul, Minnesota based Financial Planning firm with nearly $424,484,981 assets under management, offering retirement planning & investment advisory services to 2204 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324387 |
| SEC# | 801-127206 |
| Assets Managed by Firm | $424,484,981 |
| No. of Clients | 2204 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2204 | $424,484,981 |
| Individuals (other than high net worth individuals) | 565 | $97,427,687 |
| High net worth individuals | 107 | $286,618,874 |
| Pension and profit sharing plans | 16 | $40,125,792 |
| Charitable organizations | Fewer than 5 clients | $312,628 |
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