MIDWEST GROWTH ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST DES MOINES, Iowa
CRD number
172104
Registered since
December 1, 2014

Firm profile

FINTRX

Overview

Midwest Growth Advisors, LLC is a small advisory entity organized as an LLC and registered with the SEC in 2014. The firm’s public footprint centers on managing a pooled private vehicle rather than running a broad retail advisory practice. It is classified as an unclassified adviser and is not listed as a multi-state adviser or an active ESG investor. From the available indicators, the firm operates primarily as a manager of private capital with a focus on venture-style investments rather than a traditional wealth manager or pension consultant. The firm’s ownership structure is domestic with individual ownership noted. Its business profile points to concentrated capital allocation activity through a single fund vehicle, suggesting the firm’s resources and investment processes are oriented toward sourcing, diligencing and supporting private-company investments rather than maintaining a large roster of advisory accounts.

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

2 of 2
  • MICHAEL TAYLOR

    PartnerCRD 6425109

  • JOHN MICKELSON

    Managing PartnerCRD 4980764

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST DES MOINES, IA

POLK

Location

WEST DES MOINES, IA

Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
POLK
Address
1080 Jordan Creek Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth