Overview
Assets Under Management: $865 million
Headquarters: SPENCER, IA
High-Net-Worth Clients: 191
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,063
Discretionary Accounts: 4,063
Regulatory Filings
CRD Number: 152816
Filing ID: 1938655
Last Filing Date: 2025-03-05 09:05:00
Website: https://invest-northwest.com