MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

CRD 129945

7982 WICKER AVE, ST. JOHN, IN, 46373, United States

Phone

219-322-9932

Fax

219-513-3421

Registration

— (—)

Source

State registered

Total AUM

$34.8M

Discretionary AUM

$34.8M

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

Yes

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	97	$23.3M
High net worth individuals	11	$11.6M

Official SEC filing: View on IAPD