MIDLAND FINANCIAL ADVISORS, INC.
CRD #149499 SEC #801-70047 DELAFIELD, WI 262-303-4503
SEC Registered
Total AUM
$215.3M
Discretionary
$203.4M
Employees
3
Clients
101
Accounts
715
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $215.3M | $203.4M | $12M | 3 | 0 |
| May 2020 | $256.3M | $244.3M | $12M | 7 | 0 |
| Mar 2020 | $256.3M | $244.3M | $12M | 7 | 0 |
| Sep 2019 | $243.3M | $229.8M | $13.5M | 9 | 0 |
| Mar 2019 | $243.3M | $229.8M | $13.5M | 9 | 0 |
| Jul 2018 | $214M | $196.7M | $17.3M | 10 | 0 |
| May 2018 | $214M | $196.7M | $17.3M | 10 | 0 |
| Mar 2018 | $214M | $196.7M | $17.3M | 10 | 0 |
| Feb 2018 | $191.9M | $172.6M | $19.4M | 5 | 0 |
| Jan 2018 | $191.9M | $172.6M | $19.4M | 5 | 0 |
| Jan 2018 | $191.9M | $172.6M | $19.4M | 5 | 0 |
| Dec 2017 | $191.9M | $172.6M | $19.4M | 5 | 0 |
| Mar 2017 | $191.9M | $172.6M | $19.4M | 5 | 300 |
| Oct 2016 | $190M | $170.5M | $19.6M | 5 | 300 |
| Feb 2016 | $173.7M | $155.8M | $17.9M | 5 | 300 |
| Oct 2015 | $181.3M | $163.4M | $17.8M | 5 | 300 |
| Jun 2015 | $181.3M | $163.4M | $17.8M | 5 | 300 |
| Feb 2015 | $181.3M | $163.4M | $17.8M | 5 | 300 |
| Jul 2014 | $178.3M | $161.8M | $16.5M | 4 | 300 |
| Feb 2014 | $165.2M | $148.5M | $16.7M | 4 | 300 |
| Mar 2013 | $147.2M | $133.1M | $14.2M | 3 | 300 |
| Feb 2012 | $117.5M | $107M | $10.5M | 1 | 300 |
| Jan 2012 | $117.5M | $107M | $10.5M | 1 | 300 |
| Jun 2011 | $101.1M | $98.2M | $3M | 5 | -- |
| May 2011 | $101.1M | $98.2M | $3M | 5 | -- |
| May 2011 | $101.1M | $98.2M | $3M | 5 | -- |
| Apr 2011 | $101.1M | $98.2M | $3M | 5 | -- |
| Jan 2011 | $87.9M | $86.1M | $1.8M | 5 | -- |
| Jan 2011 | $62.8M | $56.5M | $6.4M | 5 | -- |
| Aug 2010 | $62.8M | $56.5M | $6.4M | 5 | -- |
| Jul 2010 | $62.8M | $56.5M | $6.4M | 5 | -- |
| Jan 2010 | $62.8M | $56.5M | $6.4M | 5 | -- |
| Sep 2009 | $48.5M | $48.5M | $0 | 5 | -- |
| Jul 2009 | $49.9M | $20M | $29.9M | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2021
Total AUM$215.3M
Discretionary$203.4M
Non-Disc.$12M
Employees3
Clients0
DateMay 2020
Total AUM$256.3M
Discretionary$244.3M
Non-Disc.$12M
Employees7
Clients0
DateMar 2020
Total AUM$256.3M
Discretionary$244.3M
Non-Disc.$12M
Employees7
Clients0
DateSep 2019
Total AUM$243.3M
Discretionary$229.8M
Non-Disc.$13.5M
Employees9
Clients0
DateMar 2019
Total AUM$243.3M
Discretionary$229.8M
Non-Disc.$13.5M
Employees9
Clients0
DateJul 2018
Total AUM$214M
Discretionary$196.7M
Non-Disc.$17.3M
Employees10
Clients0
DateMay 2018
Total AUM$214M
Discretionary$196.7M
Non-Disc.$17.3M
Employees10
Clients0
DateMar 2018
Total AUM$214M
Discretionary$196.7M
Non-Disc.$17.3M
Employees10
Clients0
DateFeb 2018
Total AUM$191.9M
Discretionary$172.6M
Non-Disc.$19.4M
Employees5
Clients0
DateJan 2018
Total AUM$191.9M
Discretionary$172.6M
Non-Disc.$19.4M
Employees5
Clients0
DateJan 2018
Total AUM$191.9M
Discretionary$172.6M
Non-Disc.$19.4M
Employees5
Clients0
DateDec 2017
Total AUM$191.9M
Discretionary$172.6M
Non-Disc.$19.4M
Employees5
Clients0
DateMar 2017
Total AUM$191.9M
Discretionary$172.6M
Non-Disc.$19.4M
Employees5
Clients300
DateOct 2016
Total AUM$190M
Discretionary$170.5M
Non-Disc.$19.6M
Employees5
Clients300
DateFeb 2016
Total AUM$173.7M
Discretionary$155.8M
Non-Disc.$17.9M
Employees5
Clients300
DateOct 2015
Total AUM$181.3M
Discretionary$163.4M
Non-Disc.$17.8M
Employees5
Clients300
DateJun 2015
Total AUM$181.3M
Discretionary$163.4M
Non-Disc.$17.8M
Employees5
Clients300
DateFeb 2015
Total AUM$181.3M
Discretionary$163.4M
Non-Disc.$17.8M
Employees5
Clients300
DateJul 2014
Total AUM$178.3M
Discretionary$161.8M
Non-Disc.$16.5M
Employees4
Clients300
DateFeb 2014
Total AUM$165.2M
Discretionary$148.5M
Non-Disc.$16.7M
Employees4
Clients300
DateMar 2013
Total AUM$147.2M
Discretionary$133.1M
Non-Disc.$14.2M
Employees3
Clients300
DateFeb 2012
Total AUM$117.5M
Discretionary$107M
Non-Disc.$10.5M
Employees1
Clients300
DateJan 2012
Total AUM$117.5M
Discretionary$107M
Non-Disc.$10.5M
Employees1
Clients300
DateJun 2011
Total AUM$101.1M
Discretionary$98.2M
Non-Disc.$3M
Employees5
Clients--
DateMay 2011
Total AUM$101.1M
Discretionary$98.2M
Non-Disc.$3M
Employees5
Clients--
DateMay 2011
Total AUM$101.1M
Discretionary$98.2M
Non-Disc.$3M
Employees5
Clients--
DateApr 2011
Total AUM$101.1M
Discretionary$98.2M
Non-Disc.$3M
Employees5
Clients--
DateJan 2011
Total AUM$87.9M
Discretionary$86.1M
Non-Disc.$1.8M
Employees5
Clients--
DateJan 2011
Total AUM$62.8M
Discretionary$56.5M
Non-Disc.$6.4M
Employees5
Clients--
DateAug 2010
Total AUM$62.8M
Discretionary$56.5M
Non-Disc.$6.4M
Employees5
Clients--
DateJul 2010
Total AUM$62.8M
Discretionary$56.5M
Non-Disc.$6.4M
Employees5
Clients--
DateJan 2010
Total AUM$62.8M
Discretionary$56.5M
Non-Disc.$6.4M
Employees5
Clients--
DateSep 2009
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$49.9M
Discretionary$20M
Non-Disc.$29.9M
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--