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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 $272,744,576 assets under management, offering retirement planning & investment advisory services to 1794 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | 120-Day Approval |
| Firm CRD# | 324387 |
| SEC# | 801-127206 |
| Assets Managed by Firm | $272,744,576 |
| No. of Clients | 1794 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1794 | $272,744,576 |
| Individuals (other than high net worth individuals) | 652 | $57,686,653 |
| High net worth individuals | 210 | $208,873,902 |
| Pension and profit sharing plans | 3 | $6,184,021 |
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