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Midwest Financial Associates
MIDWEST FINANCIAL ASSOCIATES, INC. is an SEC-registered investment adviser in ROCKFORD, IL, registered since 2026. The firm manages approximately $124 million...
Midwest Financial Associates
MIDWEST FINANCIAL ASSOCIATES, INC. is an SEC-registered investment adviser in ROCKFORD, IL, registered since 2026. The firm manages approximately $124 million in regulatory assets. It has 4 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
Is Midwest Financial Associates a family office?
No. The firm is registered with the SEC as an investment adviser, indicating it operates as a traditional RIA rather than a family office. There is no public evidence that it manages a single family's wealth.
What services does Midwest Financial Associates provide?
As a registered investment adviser, the firm likely offers wealth management, financial planning, and portfolio management services. Specific service offerings are not publicly detailed.
Who runs Midwest Financial Associates?
No principals are publicly named in SEC filings or media sources. The firm's leadership is not disclosed in available records.
How large is Midwest Financial Associates?
The firm does not disclose assets under management in any public source. Its AUM is unknown.
What is Midwest Financial Associates' geographic focus?
The firm's name suggests a focus on the U.S. Midwest, but no specific office locations are confirmed. It is registered in the United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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