Midwest Retirement Partners, LLC
RIAState Registered
Total AUM
$130K
Discretionary
$130K
100% of AUM
Avg account
$32.4K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 300453
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Midwest Retirement Partners, LLC is a small, individually owned limited liability company that advises both individual/family and institutional clients. The firm reports pension consulting among its advisory activities and charges clients via a mix of percentage-of-AUM and fixed fees. It does not describe itself as a capital allocator or an active ESG investor, and it appears to operate on a single-state basis rather than as a multi-state adviser.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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