MID MICHIGAN INSURANCE AND FINANCIAL SERVICES LLC

RIASEC Registered

Total AUM

$6.2M

Discretionary

0% of AUM

Avg account

$70.9K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BAY CITY, Michigan
CRD number: 311449
Website: mmifsllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals99.83%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MID Michigan Insurance And Financial Services LLC is an independent registered investment adviser structured as an LLC that combines insurance brokerage with advisory services. The firm serves individual and family clients as well as some institutional relationships and acts as a capital allocator. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Compensation mixes asset-based fees and hourly charges. The firm does not present itself as an active ESG investor.