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| Happy Holidays!! thanks for using AUM13F!! |
| Midwest Financial Partners Investments Inc
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| CRD # | 173790 |
| SEC # | 801-80667 |
| CIK # | 0001986049, 0001968851 |
| AUM | $1.3 B (2025-02-26) |
| Employees | 28 (32% Investors, 0% Brokers) |
| Phone | 320-251-3752 |
| Address | 912 West Saint Germain Street St Cloud, MN 56301 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 904 | 407.9 |
| (b) Individuals (high net worth individuals) | 217 | 638.7 |
| (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 | 144 | 196.2 |
| (h) Charitable organizations | 26 | 16.8 |
| (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 | 18 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 5,421 | 1,263.6 |
| By Discretionary | ||
| Discretionary | 5,416 | 1,226.2 |
| Non-Discretionary | 5 | 37.4 |
| Total | 5,421 | 1,263.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1,263.4 | |
| Total | 5,421 | 1,263.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001986049] |
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|---|---|---|
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TX | 1.3 |
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Palisade Asset Management LLC
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Penn Davis McFarland Inc
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OR | 1.3 |
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Fiduciary Services LLC
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|
Tanager Wealth Management LLP
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1.3 | |
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