FIRST MIDWEST INVESTMENTS

FIRST MIDWEST INVESTMENTS is an SEC-registered investment adviser (CRD 269979). Regulatory assets under management: $10.0M.

Registration

• CRD: 269979
• Type: Registered investment adviser
• Phone: 507-452-0303
• Latest filing: 2026-03-02
• Regulatory AUM: $10.0M
• Non-discretionary AUM: $10.0M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269979 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search