JOHNSON MIDWEST FINANCIAL, LLC
Legal name: MIDWEST FINANCIAL
CRD #169855 SEC #801-108853 GLIDDEN, IA 712-659-2156
SEC Registered
Total AUM
$205M
Discretionary
$205M
Employees
4
Clients
--
Accounts
1,758
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $205M | $205M | $0 | 4 | 3 |
| Feb 2023 | $205M | $205M | $0 | 4 | 3 |
| Aug 2022 | $222.5M | $222.2M | $336.5K | 4 | 3 |
| Feb 2022 | $222.5M | $222.2M | $336.5K | 4 | 3 |
| May 2021 | $182.9M | $182.7M | $244.2K | 5 | 2 |
| Feb 2021 | $182.9M | $182.7M | $244.2K | 5 | 2 |
| Nov 2020 | $150.9M | $150.5M | $393.5K | 5 | 2 |
| Jun 2020 | $150.9M | $150.5M | $393.5K | 5 | 2 |
| Feb 2020 | $150.9M | $150.5M | $393.5K | 5 | 2 |
| Dec 2019 | $133.2M | $132.9M | $316.2K | 4 | 0 |
| Jan 2019 | $133.2M | $132.9M | $316.2K | 4 | 0 |
| Sep 2018 | $135.1M | $134.7M | $403.4K | 5 | 0 |
| Mar 2018 | $135.1M | $134.7M | $403.4K | 5 | 0 |
| Oct 2017 | $119.5M | $119.1M | $407.5K | 5 | 0 |
| May 2017 | $108.3M | $107.9M | $351.2K | 5 | 400 |
| Jan 2017 | $108.3M | $107.9M | $351.2K | 5 | 400 |
| Dec 2016 | $107M | $106.6M | $363K | 4 | 363 |
| Jun 2014 | $73.6M | $72.8M | $845.4K | 2 | 0 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
| Mar 2014 | $0 | $0 | $0 | 2 | 0 |
DateJun 2023
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees4
Clients3
DateFeb 2023
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees4
Clients3
DateAug 2022
Total AUM$222.5M
Discretionary$222.2M
Non-Disc.$336.5K
Employees4
Clients3
DateFeb 2022
Total AUM$222.5M
Discretionary$222.2M
Non-Disc.$336.5K
Employees4
Clients3
DateMay 2021
Total AUM$182.9M
Discretionary$182.7M
Non-Disc.$244.2K
Employees5
Clients2
DateFeb 2021
Total AUM$182.9M
Discretionary$182.7M
Non-Disc.$244.2K
Employees5
Clients2
DateNov 2020
Total AUM$150.9M
Discretionary$150.5M
Non-Disc.$393.5K
Employees5
Clients2
DateJun 2020
Total AUM$150.9M
Discretionary$150.5M
Non-Disc.$393.5K
Employees5
Clients2
DateFeb 2020
Total AUM$150.9M
Discretionary$150.5M
Non-Disc.$393.5K
Employees5
Clients2
DateDec 2019
Total AUM$133.2M
Discretionary$132.9M
Non-Disc.$316.2K
Employees4
Clients0
DateJan 2019
Total AUM$133.2M
Discretionary$132.9M
Non-Disc.$316.2K
Employees4
Clients0
DateSep 2018
Total AUM$135.1M
Discretionary$134.7M
Non-Disc.$403.4K
Employees5
Clients0
DateMar 2018
Total AUM$135.1M
Discretionary$134.7M
Non-Disc.$403.4K
Employees5
Clients0
DateOct 2017
Total AUM$119.5M
Discretionary$119.1M
Non-Disc.$407.5K
Employees5
Clients0
DateMay 2017
Total AUM$108.3M
Discretionary$107.9M
Non-Disc.$351.2K
Employees5
Clients400
DateJan 2017
Total AUM$108.3M
Discretionary$107.9M
Non-Disc.$351.2K
Employees5
Clients400
DateDec 2016
Total AUM$107M
Discretionary$106.6M
Non-Disc.$363K
Employees4
Clients363
DateJun 2014
Total AUM$73.6M
Discretionary$72.8M
Non-Disc.$845.4K
Employees2
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0