How does the advisor help clients – Key Takeaways:
- Expert financial guidance and advice
- Customized financial solutions based on individual needs and goals
- Comprehensive analysis of clients’ financial situations
- Regular portfolio reviews and adjustments
- Constant monitoring of market and economic trends
Facts and Insights:
MIDDLE STREET CAPITAL, LLC has been in business for over 15 years, serving a diverse range of clients. With a team of over 50 advisors, they manage assets totaling over $1 billion.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $756 million | 30 |
| 2010 | $901 million | 40 |
| 2015 | $1.2 billion | 50 |
| 2020 | $1.5 billion | 55 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
- Wealth preservation
Client Types:
MIDDLE STREET CAPITAL, LLC serves a diverse range of clients, including individuals, families, small business owners, and institutional investors. They cater to clients with varying financial goals and needs, providing customized solutions for each.
Fees & Compensation:
MIDDLE STREET CAPITAL, LLC operates on a fee-only basis, meaning they are compensated solely by client fees and do not receive commissions for recommending certain products or strategies. This ensures that their advice is always unbiased and in the best interest of the client.
Background:
MIDDLE STREET CAPITAL, LLC was founded in 2005 by a team of experienced financial professionals with a passion for helping clients achieve their financial goals. They have since grown to become a leading financial firm known for their expertise, integrity, and personalized approach.
Financial Advisor Disclosures to Know:
As with any financial firm, it is important for clients to be aware of potential conflicts of interest or any disciplinary actions taken against advisors. MIDDLE STREET CAPITAL, LLC discloses all potential conflicts of interest and any financial or disciplinary history of their advisors in accordance with regulatory requirements. Clients can access this information through the SEC’s Investment Advisor Public Disclosure (IAPD) website.
Overall, MIDDLE STREET CAPITAL, LLC is a reputable and reliable financial firm that prides itself on providing expert guidance and personalized solutions to help clients achieve their financial goals. With a strong track record and a team of dedicated advisors, they are a top choice for individuals and businesses seeking financial advice and management.