← Back to search
MIDWEST FINANCIAL ASSOCIATES, INC.
CRD 158573 · SEC 801-135945
4615 E STATE STREET, SUITE 102, ROCKFORD, IL, 61108, United States
Phone
(779) 210-2930
Fax
(779) 210- 2942
Registration
— (—)
Source
State registered
Total AUM
$123.9M
Discretionary AUM
$123.9M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $51.1M |
| High net worth individuals | 26 | $63.1M |
| Pension/profit sharing plans | 13 | $8.5M |
| Corporations/business entities | 2 | $1.2M |
Official SEC filing: View on IAPD