|
⚲
|
| Northwest Financial Services Inc
✚
| |
|---|---|
| CRD # | 106805 |
| SEC # | 801-42770 |
| CIK # | |
| AUM | $486.8 MM (2024-03-25) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 317-844-0448 |
| Address | 9333 N Meridian St Indianapolis, IN 46260 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 272 | 65.1 |
| (b) Individuals (high net worth individuals) | 178 | 421.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 450 | 486.8 |
| By Discretionary | ||
| Discretionary | 450 | 486.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 450 | 486.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 485.6 | |
| Total | 450 | 486.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lighthouse Financial LLC
✚
|
FL | 0.5 |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 0.5 |
|
Benin Management Corp
✚
|
CT | 0.5 |
|
Caldwell Sutter Capital Inc
✚
|
CA | 0.5 |
|
Meridian Investment Counsel Inc
✚
|
CA | 0.5 |
|
ZRC Wealth Management LLC
✚
|
CA | 0.5 |
|
McGowan & Co LLP
✚
|
PA | 0.5 |
|
Evernest Financial Advisors
✚
|
IN | 0.5 |
|
Meritas Wealth Management LLC
✚
|
CA | 0.5 |
|
Tortuga Advisers LLC
✚
|
CA | 0.5 |