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| Greater Midwest Financial Group LLC
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|---|---|
| CRD # | 324387 |
| SEC # | 801-127206 |
| CIK # | 0002025409 |
| AUM | 589.3 M (2026-03-26) |
| Employees | 13 (23% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 651-490-9790 |
| Address | 3222 Rice St Saint Paul, MN 55126 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 12.3 | ||
| Microsoft Corp | 12.3 | ||
| Micron Technology Inc | 11.8 | ||
| Amazon Com Inc | 9.4 | ||
| Nvidia Corp | 8.7 | ||
| Lam Research Corp | 7.6 | ||
| Facebook Inc | 7.2 | ||
| McKesson Corp | 5.6 | ||
| Lilly Eli & Co | 4.7 | ||
| Advanced Micro Devices Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 537 | 154.4 |
| (b) Individuals (high net worth individuals) | 141 | 377.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 56.7 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,587 | 589.3 |
| By Discretionary | ||
| Discretionary | 2,516 | 518.7 |
| Non-Discretionary | 71 | 70.6 |
| Total | 2,587 | 589.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 589.3 | |
| Total | 2,587 | 589.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002025409] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Accredited Investor Services LLC
✚
|
MN | 591.0 M |
|
The Legacy Financial Group Inc
✚
|
OK | 590.7 M |
|
Financial Gravity Family Office Services LLC
✚
|
TX | 590.5 M |
|
Milestone Financial Planning LLC
✚
|
NH | 590.3 M |
|
Reston Wealth Management LLC
✚
|
VA | 589.9 M |
|
Master's Wealth Management Inc
✚
|
PA | 589.5 M |
|
VAM Group Inc
✚
|
MI | 589.4 M |
|
Fairfield Bush & Co
✚
|
CT | 589.0 M |
|
Consolidated Financial Management Group LLC
✚
|
OH | 588.7 M |
|
Everpar Advisors LLC
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|
OK | 587.8 M |