Midwest Investment Advisors, LLC
Firm details
- Headquarters
- Fenton, Missouri
- CRD number
- 154408
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals53.84%
- HNWI21.7%
- Pension & Profit Sharing Plans18.52%
- Corporations / Businesses5.93%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Midwest Investment Advisors, LLC is a limited liability company operating as a non-independent retail registered investment adviser that also conducts broker-dealer activities. The firm serves individual and family clients as well as institutional and business clients, offering portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting services. Ownership is individual-led and the adviser charges fees as a percentage of assets under management and on an hourly basis. The firm is not positioned as a multi-state adviser and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities52%
- US Government Bonds24%
- Cash & Cash Equivalents13%
- State & Local Bonds7%
- Investment Grade Corp Bonds4%
Contacts
1 of 1Bruce Krieg
Managing MemberCRD 5818572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fenton, MO
Saint Louis
Location
Fenton, MO
Headquartered in Fenton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 310 Water St
- Time zone
- CT (UTC-6)
- Office locations
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