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| Midwest Financial Group LLC
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| |
|---|---|
| CRD # | 175288 |
| SEC # | 801-81177 |
| CIK # | 0001278178, 0001967193 |
| AUM | $433.7 MM (2024-07-19) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 913-696-0041 |
| Address | 7400 W 130th Street, Suite 100 Overland Park, KS 66213 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 8.1 | |
| AMD | 131,458.5 | 6.8 | |
| MSFT | 1,918,222.4 | 4.3 | |
| OKE | 25,448.2 | 3.0 | |
| MU | 64,610.3 | 2.6 | |
| XOM | 385,508.3 | 1.6 | |
| BA | 82,059.9 | 1.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 786 | 118.5 |
| (b) Individuals (high net worth individuals) | 192 | 308.2 |
| (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 | 1.2 |
| (h) Charitable organizations | 0 | 5.8 |
| (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 | 2,315 | 433.7 |
| By Discretionary | ||
| Discretionary | 2,256 | 425.1 |
| Non-Discretionary | 59 | 8.6 |
| Total | 2,315 | 433.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.7 | |
| Total | 2,315 | 433.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001278178] | |
| 13F-HR | [0001967193] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Moss LUSE & Womble LLC
✚
|
TX | 0.4 |
|
Mascoma Wealth Management LLC
✚
|
NH | 0.4 |
|
Disciplined Investments LLC
✚
|
OK | 0.4 |
|
Monument Capital Management LLC
✚
|
VA | 0.4 |
|
Asset Management for Professionals Inc
✚
|
WI | 0.4 |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |
|
Clare Market Investments LLC
✚
|
TX | 0.4 |
|
Nymbus Capital Inc
✚
|
0.4 | |
|
Modus Advisors LLC
✚
|
MN | 0.4 |
|
Comprehensive Financial Consultants Institutional Inc
✚
|
IN | 0.4 |