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| Keyboard |
| Midwestern Securities Trading Company LLC
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|---|---|
| CRD # | 101080 |
| SEC # | 801-77948 |
| CIK # | 0001095797 |
| AUM | 1,984.9 M (2026-06-24) |
| Employees | 105 (41% Investors, 42% Brokers) |
| Fees | |
| Minimum | |
| Phone | 309-699-6786 |
| Address | 235 Everett St East Peoria, IL 61611 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,466 | 1,441.3 |
| (b) Individuals (high net worth individuals) | 243 | 450.1 |
| (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 | 138 | 93.5 |
| (n) Other | 0 | 0.0 |
| Total | 11,847 | 1,984.9 |
| By Discretionary | ||
| Discretionary | 6,960 | 1,113.5 |
| Non-Discretionary | 4,887 | 871.4 |
| Total | 11,847 | 1,984.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 1,981.1 | |
| Total | 11,847 | 1,984.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
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