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Todd Griffin Schrade

Midway Capital Research & Management LLC

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About Todd Griffin Schrade

Todd Griffin Schrade is an Investment Advisor Representative with Midway Capital Research & Management LLC. Todd is registered with the state of Illinois and New York. Todd has been in the industry since April 2011 and has a Series 65 license. Midway Capital Research & Management LLC, specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Todd Schrade is currently registered with Midway Capital Research & Management LLC. Midway Capital Research & Management LLC is an investment advisor headquartered in [Main Office Location]. The firm manages approximately $91,028,684 in assets for 130 clients. Their services include financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They primarily serve high-net-worth individuals, corporations, and charitable organizations.

$91.03M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Schrade’s Registration & Firm History

IL

04/22/2021 - Present

Midway Capital Research & Management LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/07/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Griffin Schrade.
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