First Midwest Investments
Firm details
- Headquarters
- ,
- CRD number
- 269979
- Custodians
- ADP BROKER-DEALER, INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans70%
- Individuals30%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
First Midwest Investments is a small, independent registered investment adviser operated as a sole proprietorship and owned by an individual. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses, with occasional pension consulting services. The firm does not present itself as a multi-state adviser, is not positioned as an institutional capital allocator, and is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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