Midland Financial Advisors, Inc.
Midland Financial Advisors, Inc. (CRD# 149499) is a financial advisory firm headquartered in Delafield, WI. They manage $215,327,222 in 715 accounts and serve the financial needs of clients across 10 states (or territories).
Total Assets Under Management215MILLION
Total Number of Accounts715ACCOUNTS
Average Account Value$301,157
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, MN, MO, NC, NE, TX, WI