First Midwest Investments

RIASEC Registered
Total AUM
$10M
Discretionary
$0
0% of AUM
Avg account
$1M
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
269979
Custodians
ADP BROKER-DEALER, INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans70%
  • Individuals30%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

First Midwest Investments is a small, independent registered investment adviser operated as a sole proprietorship and owned by an individual. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses, with occasional pension consulting services. The firm does not present itself as a multi-state adviser, is not positioned as an institutional capital allocator, and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 10%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities10%

Contacts

1 of 1
  • Lee Turek

    Financial AdvisorCRD 1670523

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth