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Mid-American Wealth Advisory Group Inc
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CRD # | 301621 |
SEC # | 801-121111 |
CIK # | 0001911264 |
AUM | $259.5 MM (2024-01-19) |
Employees | 15 (27% Investors, 0% Brokers) |
Phone | 816-640-5888 |
Address | 7505 NW Tiffany Springs Parkway Kansas City, MO 64153 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
VZ | 211,914.0 | 4.3 | |
CSCO | 178,309.9 | 4.2 | |
BMY | 167,557.4 | 4.0 | |
AAPL | 2,382,844.0 | 2.9 | |
KO | 269,985.6 | 2.5 | |
MO | 78,198.0 | 2.4 | |
IAU | 0.4 | ||
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 879 | 195.4 |
(b) Individuals (high net worth individuals) | 42 | 63.2 |
(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 | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(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 | 0.9 |
(n) Other | 0 | 0.0 |
Total | 1,972 | 259.5 |
By Discretionary | ||
Discretionary | 1,838 | 249.6 |
Non-Discretionary | 134 | 9.9 |
Total | 1,972 | 259.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 259.5 | |
Total | 1,972 | 259.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001911264] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Elyxium Wealth LLC
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|
CA | 0.3 |
Carswell Investments LLC
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NY | 0.3 |
United Advisors America Corporation
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TX | 0.3 |
Blue Investment Partners LLC
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|
CA | 0.3 |
Scala Capital LLC
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|
FL | 0.3 |
The ETF Store Inc
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|
KS | 0.3 |
Madison Park Capital Advisors LLC
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|
WA | 0.3 |
Hunter Lewis LLC
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|
VA | 0.3 |
Resolute Wealth Strategies LLC
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|
MS | 0.3 |
MBA Advisors LLC
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|
PA | 0.3 |