MIDWEST HERITAGE BANK, FSB
Doing business as MIDWEST HERITAGE FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$398,657,041
Discretionary
$398,657,041
Non-discretionary
$0
Firm details
- CRD number
- 306308
- SEC file number
- 801-119038
- Main office
- WEST DES MOINES, IA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.