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NORTHWEST FINANCIAL SERVICES INC

9333 N Meridian St
Ste 300
Indianapolis, Indiana 46260
Tel: 317-844-0448

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About NORTHWEST FINANCIAL SERVICES INC

NORTHWEST FINANCIAL SERVICES INC, formally registered with the SEC as NORTHWEST FINANCIAL SERVICES INC. The firm was established in 12/29/1992. They have over 1 offices throughout the country.

NORTHWEST FINANCIAL SERVICES INC is a Indianapolis, Indiana based Financial Planning firm with nearly $551,414,090 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106805
SEC#801-42770
Assets Managed by Firm$551,414,090
No. of Clients375
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total375$551,414,090
Individuals (other than high net worth individuals)176$56,289,079
High net worth individuals199$495,125,011

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