MIDWESTERN FINANCIAL, LLC
Legal name: MIDWESTERN FINANCIAL GROUP
CRD #270022 SEC #801-132625 IOWA CITY, IA 319-499-1620
SEC Registered
Total AUM
$139.3M
Discretionary
$139.3M
Employees
3
Clients
101
Accounts
483
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $139.3M | $139.3M | $0 | 3 | 6 |
| Mar 2025 | $139.3M | $139.3M | $0 | 3 | 6 |
DateMay 2025
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees3
Clients6
DateMar 2025
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees3
Clients6