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| Northwest Financial Advisors LLC
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| |
|---|---|
| CRD # | 166769 |
| SEC # | 801-77994 |
| CIK # | 0002010635 |
| AUM | $1.7 BB (2024-03-12) |
| Employees | 37 (89% Investors, 81% Brokers) |
| Phone | 703-810-1072 |
| Address | 200 Spring Street Herndon, VA 20170 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.1 | |
| MSFT | 1,918,222.4 | 8.4 | |
| AMZN | 1,092,997.8 | 4.8 | |
| LPLA | 15,308.4 | 4.3 | |
| NVDA | 399,550.0 | 3.8 | |
| META | 434,852.0 | 1.7 | |
| BN | 1.5 | ||
| QCOM | 147,392.0 | 1.5 | |
| JNJ | 465,600.2 | 1.4 | |
| BAH | 11,592.0 | 1.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,080 | 774.4 |
| (b) Individuals (high net worth individuals) | 411 | 839.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 18.5 |
| (h) Charitable organizations | 5 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 14.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,658 | 1,652.1 |
| By Discretionary | ||
| Discretionary | 3,658 | 1,652.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,658 | 1,652.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,652.1 | |
| Total | 3,658 | 1,652.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002010635] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Willow Creek Wealth Management Inc
✚
|
CA | 1.7 |
|
RMR Wealth Builders Inc
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|
NJ | 1.7 |
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Jacobi Capital Management LLC
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PA | 1.7 |
|
Howe and Rusling Inc
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NY | 1.7 |
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TLG Advisors Inc
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CO | 1.7 |
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TPG Financial Advisors LLC
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OR | 1.7 |
|
The Investment Counsel Company of Nevada
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NV | 1.6 |
|
Sound View Wealth Advisors Group LLC
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GA | 1.6 |
|
The Fiduciary Group LLC
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GA | 1.6 |
|
Bison Wealth LLC
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GA | 1.6 |