


Midwest Asset Management Revenue
Financial Services • Middleton, Wisconsin, United States • 1-10 Employees
Midwest Asset Management revenue & valuation
| Annual revenue | $12,300,000 |
| Revenue per employee | $6,119,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $39,200,000 |
| Total funding | No funding |
Key Contact at Midwest Asset Management
James W. Byrd
Founder and President
Company overview
| Headquarters | 8383 Greenway Blvd., Suite 600, Middleton, WI 53562, US |
| Phone number | +16082732900 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Midwest Asset Management Email Formats
Midwest Asset Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@quantmanagement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@quantmanagement.com | 100% |
About Midwest Asset Management
Our sole objective is to do what is right for clients to increase their opportunities and choices. To accomplish our mission, we are committed to a time-tested quantitative strategy, fair fees, and a simplified process. Founded by James W. Byrd in 1987, Midwest Asset developed equity and fixed-income portfolios that earned meaningful net excess returns over investable benchmarks without increasing risks (performance independently verified). Midwest Asset research and experience with clients have led to identifying then isolating two major obstacles to investment success: - Subjectivity vs. Objectivity - Unfair vs. Fair Fees These two factors are the primary reasons most investors meaningfully underperform the market indices over the long term. Unfortunately, they are the preferred strategies presented to investors by most traditional managers, which generally lead to significant opportunity losses in personal and retirement portfolios. In 2021 the firm’s research and marketing platform upgrades we completed. Institutional quality portfolio management can now be offered to investors with a minimum $250,000 in financial assets, and at rates usually 50% or more below the market averages. Neither the firm nor any employee have ever had a compliance issue or complaint. Please contact James W. Byrd for a complimentary consultation. Managing Your Portfolio Is Our Only Business (SM)
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Midwest Asset Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Midwest Asset Management has never raised funding before.
Frequently asked questions
4.8
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