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Building 2NORTHWEST ADVISORS, INC.

Map pinWARREN, PA
Phone(877) 300-3454
NotebookSEC #801-78838
Total AUM
$362.5M
Employees
22
Clients
2,100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 LIBERTY STREET
WARREN
PA 16365
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
(877) 300-3454
Other Offices
15

ReceiptFinancials

Total AUM
$362.5M
Accounts
2,414
Discretionary
$350.3M
Accounts
2,286
Non-Discretionary
$12.2M
Accounts
128

ContactClients

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Individual Clients
2,000
AUM
$326.2M
HNW Individual Clients
18
AUM
$12M
Pension/Profit Sharing Plan Clients
5
AUM
$8.3M
Charitable Organization Clients
77
AUM
$15.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDMENYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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