ATLANTICMIDWEST INVESTMENT RESEARCH, LLC
Firm details
- Headquarters
- HUMACAO, PR
- CRD number
- 305618
- Website
- www.atlanticmidwest.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Atlanticmidwest Investment Research, LLC is an independent registered investment advisory firm organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model combines a percentage-of-assets-under-management charge with hourly billing for certain services. The firm identifies as an active ESG investor and is not positioned as a multi-state adviser or a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents52%
- Exchange Traded Equities24%
- Non-Exchange Traded Equities13%
- Private Funds11%
Owners & executives
1 of 1DOUGLAS REED
Chief Investment OfficerCRD 2183514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HUMACAO, PR
Location
HUMACAO, PR
Headquartered in HUMACAO, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 61 Antonio Lopez S
- Office locations
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