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GREATER MIDWEST FINANCIAL GROUP, LLC
CRD 324387 · SEC 801-127206
3222 RICE ST., SAINT PAUL, MN, 55126, United States
Phone
651-490-9790
Fax
651-490-9788
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$589.3M
Discretionary AUM
$518.7M
Team
13 total employees; 3 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 537 | $154.4M |
| High net worth individuals | 141 | $377.6M |
| Pension/profit sharing plans | 21 | $56.7M |
States served
AZ, CA, IL, IN, MN, NE, ND, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD