MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC. of ST. JOHN, IN is an SEC-registered investment adviser (CRD 129945). Regulatory assets under management: $34.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 129945
• Type: Registered investment adviser
• Location: 7982 WICKER AVE, ST. JOHN, IN, 46373
• Phone: 219-322-9932
• Latest filing: 2026-03-10
• Regulatory AUM: $34.8M
• Discretionary AUM: $34.8M
• Clients: 2
• Accounts: 108

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129945 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search