Midland Financial Advisors Inc

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Assets, Funds, Holdings

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Midland Financial Advisors Inc
CRD #149499
SEC #801-70047
CIK #
AUM $243.3 MM (94% Disc, 100% US)
Employees9 (78% Investors, 11% Brokers)
Phone262-303-4503
Address524 Milwaukee St
Delafield, WI 53018
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Limited Partners 2011 - 2019
New York State and Local Retirement System
Comparable Firms State AUM ($BB)
Fortem Financial Group LLC
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Lebenthal Asset Management Inc
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Cassady Schiller Wealth Management LLC
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Narus Financial Partners LLC
UT
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Haddon Financial Group Inc
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St Johns Investment Management Co
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Heritage Way Advisors LLC
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Manske Wealth Management LLC
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Chaswil Ltd
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Aesop Capital Partners LLC
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