Midway Capital Research & Management LLC
Midway Capital Research & Management LLC (CRD# 147139) is a financial advisory firm headquartered in Chicago, IL. They manage $83,235,374 in 114 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Midway Capital Research & Management LLC
By the Numbers
-
Total Assets Under Management83MILLION
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$730,135
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, NY, TX
Financial Advisors at Midway Capital Research & Management LLC
1
Rachel Barnard (CRD# 5523997) is an Investment Advisor Representative working at Midway Capital Research & Management LLC in Chicago, IL and has over 16 years of experience in the finance industry.
2
Todd Schrade (CRD# 5916740) is an Investment Advisor Representative working at Midway Capital Research & Management LLC in Chicago, IL and has over 12 years of experience in the finance industry.
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