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Midwest Asset Management

Midwest Asset Management Revenue

Financial ServicesFlag of USMiddleton, Wisconsin, United States1-10 Employees

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Midwest Asset Management revenue & valuation

Annual revenue$12,300,000
Revenue per employee$6,119,000
Estimated valuation?$39,200,000
Total fundingNo funding

Key Contact at Midwest Asset Management

Flag of US

James W. Byrd

Founder and President

Company overview

Headquarters8383 Greenway Blvd., Suite 600, Middleton, WI 53562, US
Phone number+16082732900
Website
NAICS52
SIC628
Employees1-10
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.

FormatExamplePercentage
{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

Founder/Owner

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

Midwest Asset Management is located in Middleton, Wisconsin, US.
You can reach Midwest Asset Management at +16082732900.
Midwest Asset Management generates an estimated annual revenue of $12,237,279. This revenue figure reflects the company's market position and business performance in its industry.
Midwest Asset Management has an estimated valuation of $39,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Midwest Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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