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| Happy Holidays!! thanks for using AUM13F!! |
| Northwest Financial Advisors LLC
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| CRD # | 166769 |
| SEC # | 801-77994 |
| CIK # | 0002010635 |
| AUM | $1.9 B (2025-03-19) |
| Employees | 41 (85% Investors, 76% Brokers) |
| Phone | 703-810-1072 |
| Address | 200 Spring Street Herndon, VA 20170 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| Brookfield Asset Management Inc | 2.1 | ||
| Microsoft Corp | 1.2 | ||
| SPDR Gold Trust | 1.0 | ||
| Booz Allen Hamilton Holding Corp | 0.9 | ||
| Tesla Motors Inc | 0.8 | ||
| VISA Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,067 | 783.3 |
| (b) Individuals (high net worth individuals) | 499 | 1,097.5 |
| (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 | 22.0 |
| (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 | 3 | 17.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,896 | 1,924.7 |
| By Discretionary | ||
| Discretionary | 3,896 | 1,924.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,896 | 1,924.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,924.7 | |
| Total | 3,896 | 1,924.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010635] |
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