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Keith Allen Vargo

MIDWEST INVESTMENT MANAGEMENT LLC·CLEVELAND, Ohio
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1301 EAST NINTH ST, CLEVELAND, OH 44114-1823CRD# 2027358Firm CRD# 111170
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About

Keith Allen Vargo is a registered financial advisor based in CLEVELAND, Ohio, affiliated with MIDWEST INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MIDWEST INVESTMENT MANAGEMENT LLC
MIDWEST INVESTMENT MANAGEMENT LLC
AUM
$229M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2027358
Firm CRD# 111170
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Keith Allen Vargo offer?
Keith Allen Vargo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CLEVELAND, Ohio for a consultation.
What are Keith Allen Vargo's credentials?
Keith Allen Vargo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Allen Vargo located?
Keith Allen Vargo is based in CLEVELAND, Ohio, working with MIDWEST INVESTMENT MANAGEMENT LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Keith Allen Vargo charge for services?
Keith Allen Vargo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDWEST INVESTMENT MANAGEMENT LLC?
MIDWEST INVESTMENT MANAGEMENT LLC has approximately 8 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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