MIDWAY INVESTMENT GROUP, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
335744

Firm profile

FINTRX

Overview

Midway Investment Group, LLC is structured as a privately held limited liability company that operates primarily as the sponsor, general partner and managing member of pooled investment vehicles. Its public profile shows the business is centered on running private fund vehicles rather than servicing separate advisory accounts. The firm is not identified as a multi-state adviser or an active ESG investor, and it appears to be focused on alternative investment management through a hedge fund format rather than broad retail advisory activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Zachary Heard

    Founder and Managing PartnerCRD 8122933

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4215 W Lovers Ln
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth