CRD: 305618
Atlanticmidwest Investment Research, LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2020
- Office Locations
- 1
Office Locations
About Atlanticmidwest Investment Research, LLC
AtlanticMidwest Investment Research provides financial planning and investment management for individuals navigating career transitions and layoffs through career-, business-, and retirement-based “financial blueprint” programs (including America’s Retirement Plan and private client services). Planning is coordinated with LifeByDesign360 coaching resources, and the firm was engaged for 12 years by one of the world’s largest outplacement firms to support their clients through layoff-related financial complexity.
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Owner & Executives
DOUGLAS EARL REED
Chief Executive Officer
- CRD
- #2183514
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,141,909 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,141,909 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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