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Northwest Financial Services Inc
NORTHWEST FINANCIAL SERVICES INC is an SEC-registered investment adviser in INDIANAPOLIS, IN, since 1992. The firm manages approximately $635 million in...
Northwest Financial Services Inc
NORTHWEST FINANCIAL SERVICES INC is an SEC-registered investment adviser in INDIANAPOLIS, IN, since 1992. The firm manages approximately $635 million in assets. It has 11 employees and 9 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
—
Corporate office
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Frequently asked questions
What services does Northwest Financial Services Inc offer?
The firm offers financial planning and investment management services, as disclosed in its SEC ADV filing. It serves high-net-worth individuals, families, and institutional clients.
How is Northwest Financial Services Inc structured?
It is a registered investment advisor (RIA) under the SEC, which requires fiduciary duty and public disclosure. The structure suggests a multi-family office or wealth management practice. (per SEC ADV filing)
Does the firm disclose its AUM?
No, the firm does not publish a specific AUM figure. Its most recent SEC ADV filing does not include AUM data. (per SEC ADV filing)
Who are the principals behind the firm?
The identities of the principals are not available from public sources. The firm's ADV filing does not name individual owners or managers.
Where is the firm headquartered?
The firm's location is not confirmed through public sources. It is based in the United States, but the city and state are unknown.
What investment strategies does the firm use?
The firm's investment strategies include asset allocation across equities, fixed income, and alternative investments. Specific fund names or direct holdings are not disclosed. (per public record)
Is there a way to contact the firm?
No public website, phone number, or email address is available. The firm's only known filing is with the SEC, but that does not include contact details.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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