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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mid-American Wealth Advisory Group Inc
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|---|---|
| CRD # | 301621 |
| SEC # | 801-121111 |
| CIK # | 0001911264 |
| AUM | $283.3 M (2025-01-14) |
| Employees | 19 (32% Investors, 0% Brokers) |
| Phone | 816-640-5888 |
| Address | 7505 NW Tiffany Springs Parkway Kansas City, MO 64153 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cisco Systems Inc | 4.0 | ||
| Verizon Communications Inc | 3.7 | ||
| Bristol Myers Squibb Co | 3.4 | ||
| Altria Group Inc | 1.7 | ||
| Coca Cola Co | 1.7 | ||
| Nvidia Corp | 1.0 | ||
| Apple Inc | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 884 | 203.7 |
| (b) Individuals (high net worth individuals) | 52 | 78.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,079 | 283.3 |
| By Discretionary | ||
| Discretionary | 1,967 | 277.0 |
| Non-Discretionary | 112 | 6.2 |
| Total | 2,079 | 283.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.3 | |
| Total | 2,079 | 283.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911264] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Wealth Management Inc
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|
GA | 0.3 |
|
NorthStar Asset Management LLC
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|
NJ | 0.3 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.3 |
|
Wealth Analytics Partners LLC
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|
CA | 0.3 |
|
Crescent Advisor Group Inc
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|
TX | 0.3 |
|
ITS Asset Management LP
✚
|
CT | 0.3 |
|
Hergenroeder Financial Advisors Inc
✚
|
MD | 0.3 |
|
Bradley Wealth LLC
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|
AZ | 0.3 |
|
Redwood Wealth Management Group LLC
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|
NJ | 0.3 |
|
Douglas Capital Management Inc
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|
FL | 0.3 |