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| Happy Holidays!! thanks for using AUM13F!! |
| Midwestern Securities Trading Company LLC
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| CRD # | 101080 |
| SEC # | 801-77948 |
| CIK # | |
| AUM | $1.6 B (2025-06-30) |
| Employees | 104 (39% Investors, 40% Brokers) |
| Phone | 309-699-6786 |
| Address | 235 Everett St East Peoria, IL 61611 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,037 | 1,220.5 |
| (b) Individuals (high net worth individuals) | 169 | 321.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 123 | 85.9 |
| (n) Other | 0 | 0.0 |
| Total | 10,329 | 1,627.3 |
| By Discretionary | ||
| Discretionary | 5,352 | 850.4 |
| Non-Discretionary | 4,977 | 777.0 |
| Total | 10,329 | 1,627.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 1,624.3 | |
| Total | 10,329 | 1,627.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Twelve Points Wealth Management LLC
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|
MA | 1.7 |
|
Impact Partnership Wealth LLC
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|
GA | 1.7 |
|
Greenwood Capital Associates LLC
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|
SC | 1.7 |
|
Retirement Management Systems Inc
✚
|
MD | 1.7 |
|
Bensler LLC
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|
WA | 1.6 |
|
Meyers Wealth Management LLC
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|
OH | 1.6 |
|
Berman McAleer LLC
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|
MD | 1.6 |
|
IAG Wealth Partners LLC
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|
WI | 1.6 |
|
Beese Fulmer Investment Management Inc
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|
OH | 1.6 |
|
Quest Investment Management LLC
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|
OR | 1.6 |