Midwest Heritage Bank, FSB is an investment advisor in West Des Moines with $176.76 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
420431125
SEC advisor number
801-119038
FINRA CRD number
306308
AUM ?
$176.76 mm
(as of 1 May 23)
Accounts
480
(as of 1 May 23)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 8-5
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Midwest Heritage Bank, FSB | Owner | 11/2019 | > 75% |
Hy-vee Food Stores, Inc. | Owner | 11/2019 | > 75% |
Watters, Matthew, Graham | President and Chief Compliance Officer | 11/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22