Midwest Financial Network LLC

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Assets, Funds, Holdings

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Midwest Financial Network LLC
CRD #302095
SEC #801-131367
CIK #
AUM $108.3 M (2025-02-14)
Employees 3 (100% Investors, 0% Brokers)
Phone708-670-3083
Address17244 Oak Park Avenue
Tinley Park, IL 60477
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
1108866442202011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 135 37.4
(b) Individuals (high net worth individuals) 66 70.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 490 108.3
By Discretionary
Discretionary 488 107.8
Non-Discretionary 2 0.6
Total 490 108.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 108.3
Total 490 108.3
Comparable Firms State AUM ($B)
Fiduciary Advisor Advocates LLC
0.1
South Bay Financial Partners Group Inc
CA 0.1
RCM Robinson Capital Management LLC
CA 0.1
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MI 0.1
Atlas Financial Advisors Inc
CA 0.1
ICW Holdings LLC
0.1
Shepherd Street Advisors LLC
CA 0.1
Compass Capital Management LLC
OK 0.1
Fortify Wealth Inc
MO 0.1
21 West Wealth Management LLC
CA 0.1
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