MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
Legal name: MIDWEST FINANCIAL PARTNERS
CRD #173790 SEC #801-80667 ST. CLOUD, MN 320-251-3752
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
28
Clients
0
Accounts
5,421
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.3B | $1.2B | $37.4M | 28 | 0 |
| Nov 2024 | $1.1B | $1.1B | $34.4M | 26 | 0 |
| Mar 2024 | $1.1B | $1.1B | $34.4M | 26 | 0 |
| Feb 2024 | $1.1B | $1.1B | $34.4M | 26 | 0 |
| Feb 2024 | $1.1B | $1.1B | $34.4M | 26 | 0 |
| Jan 2024 | $873.5M | $843.3M | $30.3M | 24 | 0 |
| Jan 2024 | $873.5M | $843.3M | $30.3M | 24 | 0 |
| Mar 2023 | $873.5M | $843.3M | $30.3M | 24 | 0 |
| Mar 2022 | $982.7M | $953.2M | $29.5M | 24 | 0 |
| Oct 2021 | $779.1M | $748.3M | $30.8M | 17 | 0 |
| Oct 2021 | $779.1M | $748.3M | $30.8M | 17 | 0 |
| Aug 2021 | $779.1M | $748.3M | $30.8M | 17 | 0 |
| May 2021 | $779.1M | $748.3M | $30.8M | 17 | 0 |
| Mar 2021 | $779.1M | $748.3M | $30.8M | 17 | 0 |
| Oct 2020 | $627.9M | $530.4M | $97.5M | 17 | 0 |
| May 2020 | $627.9M | $530.4M | $97.5M | 17 | 0 |
| Jan 2020 | $627.9M | $530.4M | $97.5M | 17 | 0 |
| Oct 2019 | $492.1M | $413.9M | $78.2M | 16 | 0 |
| Sep 2019 | $492.1M | $413.9M | $78.2M | 16 | 0 |
| Mar 2019 | $492.1M | $413.9M | $78.2M | 16 | 0 |
| Nov 2018 | $468.6M | $385M | $83.6M | 16 | 0 |
| Aug 2018 | $468.6M | $385M | $83.6M | 16 | 0 |
| Feb 2018 | $468.6M | $385M | $83.6M | 16 | 0 |
| Apr 2017 | $365M | $305.5M | $59.5M | 15 | 500 |
| Mar 2017 | $365M | $305.5M | $59.5M | 15 | 500 |
| Mar 2017 | $365M | $305.5M | $59.5M | 15 | 500 |
| Feb 2016 | $267.2M | $232.8M | $34.4M | 14 | 450 |
| Apr 2015 | $136.3M | $117.8M | $18.5M | 5 | 0 |
| Jan 2015 | $0 | $0 | $0 | 5 | 0 |
| Jan 2015 | $0 | $0 | $0 | 5 | 0 |
| Nov 2014 | $0 | $0 | $0 | 5 | 0 |
DateFeb 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$37.4M
Employees28
Clients0
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$34.4M
Employees26
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$34.4M
Employees26
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$34.4M
Employees26
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$34.4M
Employees26
Clients0
DateJan 2024
Total AUM$873.5M
Discretionary$843.3M
Non-Disc.$30.3M
Employees24
Clients0
DateJan 2024
Total AUM$873.5M
Discretionary$843.3M
Non-Disc.$30.3M
Employees24
Clients0
DateMar 2023
Total AUM$873.5M
Discretionary$843.3M
Non-Disc.$30.3M
Employees24
Clients0
DateMar 2022
Total AUM$982.7M
Discretionary$953.2M
Non-Disc.$29.5M
Employees24
Clients0
DateOct 2021
Total AUM$779.1M
Discretionary$748.3M
Non-Disc.$30.8M
Employees17
Clients0
DateOct 2021
Total AUM$779.1M
Discretionary$748.3M
Non-Disc.$30.8M
Employees17
Clients0
DateAug 2021
Total AUM$779.1M
Discretionary$748.3M
Non-Disc.$30.8M
Employees17
Clients0
DateMay 2021
Total AUM$779.1M
Discretionary$748.3M
Non-Disc.$30.8M
Employees17
Clients0
DateMar 2021
Total AUM$779.1M
Discretionary$748.3M
Non-Disc.$30.8M
Employees17
Clients0
DateOct 2020
Total AUM$627.9M
Discretionary$530.4M
Non-Disc.$97.5M
Employees17
Clients0
DateMay 2020
Total AUM$627.9M
Discretionary$530.4M
Non-Disc.$97.5M
Employees17
Clients0
DateJan 2020
Total AUM$627.9M
Discretionary$530.4M
Non-Disc.$97.5M
Employees17
Clients0
DateOct 2019
Total AUM$492.1M
Discretionary$413.9M
Non-Disc.$78.2M
Employees16
Clients0
DateSep 2019
Total AUM$492.1M
Discretionary$413.9M
Non-Disc.$78.2M
Employees16
Clients0
DateMar 2019
Total AUM$492.1M
Discretionary$413.9M
Non-Disc.$78.2M
Employees16
Clients0
DateNov 2018
Total AUM$468.6M
Discretionary$385M
Non-Disc.$83.6M
Employees16
Clients0
DateAug 2018
Total AUM$468.6M
Discretionary$385M
Non-Disc.$83.6M
Employees16
Clients0
DateFeb 2018
Total AUM$468.6M
Discretionary$385M
Non-Disc.$83.6M
Employees16
Clients0
DateApr 2017
Total AUM$365M
Discretionary$305.5M
Non-Disc.$59.5M
Employees15
Clients500
DateMar 2017
Total AUM$365M
Discretionary$305.5M
Non-Disc.$59.5M
Employees15
Clients500
DateMar 2017
Total AUM$365M
Discretionary$305.5M
Non-Disc.$59.5M
Employees15
Clients500
DateFeb 2016
Total AUM$267.2M
Discretionary$232.8M
Non-Disc.$34.4M
Employees14
Clients450
DateApr 2015
Total AUM$136.3M
Discretionary$117.8M
Non-Disc.$18.5M
Employees5
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0