F
$10.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
11 yrs Firm Age
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- Custodian
- ADP · Altruist
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 07-14-2015
- Office Locations
- 1
Office Locations
-- Winona MN
About First Midwest Investments
Old National (oldnational.com) provides FDIC-insured deposit products, mortgages and home equity alongside “wealth/investing options,” supported by a branch/ATM network and a mobile banking app. Public filings for First Midwest Investments (CRD 269979) indicate advisory and financial planning services for individuals and business owners, with portfolios built largely with public funds and some ETFs.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Beacon Focus wave Foundation Peak focus
Client Personas
Frontier meridian Horizon vector
Custodian
Harbor peak Frontier Focus North quantum Legacy momentum Peak alpha Focus delta Alpha Pioneer matrix Catalyst Catalyst Matrix signal
Investment Themes
Focus element Meridian foundation
Investment Vehicles
Momentum pathway
Platform
Alpha crest Ember Quantum Meridian oak
Services
Timber Timber Radial Focus Horizon Pioneer Frontier Meridian
Technology
Oak vital
Owner & Executives
L
LEE MICHAEL TUREK
Chief Compliance Officer
- CRD
- #1670523
- Ownership
- 75% or more
(254) 756-5277
prime.summit@atlascapital.com
in linkedin.com/in/crest-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
Public Funds:
40.2% Equity - Exchange:
59.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $358,280,013 | 40.2% |
| Equity - Exchange | $532,963,800 | 59.8% |
| Total | $891,243,813 | 100.0% |