Midwest Investment Advisors, LLC

RIASEC Registered
Total AUM
$78.4M
Discretionary
$55.9M
71% of AUM
Avg account
$275K
Accounts
285
Employees
1
Advisory reps
1

Firm details

Headquarters
Fenton, Missouri
CRD number
154408
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals53.84%
  • HNWI21.7%
  • Pension & Profit Sharing Plans18.52%
  • Corporations / Businesses5.93%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Midwest Investment Advisors, LLC is a limited liability company operating as a non-independent retail registered investment adviser that also conducts broker-dealer activities. The firm serves individual and family clients as well as institutional and business clients, offering portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting services. Ownership is individual-led and the adviser charges fees as a percentage of assets under management and on an hourly basis. The firm is not positioned as a multi-state adviser and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 52%, US Government Bonds 24%, Cash & Cash Equivalents 13%, State & Local Bonds 7%, Investment Grade Corp Bonds 4%52%
  • Exchange Traded Equities52%
  • US Government Bonds24%
  • Cash & Cash Equivalents13%
  • State & Local Bonds7%
  • Investment Grade Corp Bonds4%

Contacts

1 of 1
  • Bruce Krieg

    Managing MemberCRD 5818572

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fenton, MO

Saint Louis

Location

Fenton, MO

Headquartered in Fenton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
310 Water St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth