RIA Intel›Advisers›Indiana›MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

Advisory

ST. JOHN, IN

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account
$323K
across 108 accounts
AUM per adviser
$17M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$35M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients108
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, IN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS
INDIANAPOLIS, IN
$35M
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
INDIANAPOLIS, IN
$34M
SNOWBIRD FINANCIAL LLC
$35M
SKINNER FINANCIAL SERVICES, INC.
FORT WAYNE, IN
$34M
+28.3% 1Y
AP INSTITUTIONAL ADVISORS, LLC
EVANSVILLE, IN
$34M
+9.6% 1Y
GLENFINNEN CAPITAL LLC
FORT WAYNE, IN
$37M
+3.9% 1Y

Get the full picture on MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans