M
$39.4M Total AUM
$39.4M Disc. AUM
-- 3Y CAGR
2 Employees
102 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos · LPL Financial · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2023
- Office Locations
- 1
Office Locations
25 1ST AVE NW Watertown SD
About Midwest Financial Strategies
Midwest Financial Strategies is a Watertown-based RIA. The firm has been operating for 3 years. Managing $39.4M in total assets under management, with 1 advisory representatives. They custody assets with Axos and LPL Financial.
Team overview
44 AVG AGE
$39.4M AVG AUM / ADVISOR
$386.6K AVG AUM / CLIENT
2.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
LEE HAROLD RYCRAFT
Chief Executive Officer, Owner
- CRD
- #5770413
- Ownership
- 75% or more
Available
Available
Available
D
DAVID JAMES REICHERT
Chief Compliance Officer
- CRD
- #5967692
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,430,366 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,430,366 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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