Iniciar sesión Regístrese gratis

Midwest Continental Co (Perrysburg)


Midwest Continental Co is a large advisory firm based in Perrysburg. It manages $72.22 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Ohio.

Logo



Midwest Continental provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Midwest Continental: assets under management

The assets under management (AUM) of Midwest Continental Co is $72.22 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.76 million in discretionary accounts and $32.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $621.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $427.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Midwest Continental Co for their services and products based on a percentage of assets under management, hourly charges, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Perrysburg

The principal office where Midwest Continental Co performs its advisory services is located at 885 Commerce Drive, Perrysburg, OH 43551, which is also the mailing address of the firm. An additional office of the firm is in Westlake Village, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-874-9300 or by fax 419-874-9766. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at midwestc.com.


Registered investment advisers similar to Midwest Continental Co