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Building 2NORTHWEST FINANCIAL SERVICES INC

Map pinINDIANAPOLIS, IN
Phone317-844-0448
NotebookSEC #801-42770
Total AUM
$634.9M
Employees
11
Clients
377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9333 N MERIDIAN ST
STE 300
INDIANAPOLIS
IN 46260
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
317-844-0448

ReceiptFinancials

Total AUM
$634.9M
Accounts
377
Discretionary
$634.9M
Accounts
377
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
208
AUM
$100.8M
HNW Individual Clients
169
AUM
$534.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLINMIOHTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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