CRD: 106805
Northwest Financial Services INC
$634.9M Total AUM
$634.9M Disc. AUM
-- 3Y CAGR
11 Employees
377 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element zenithHorizon +more
- Established Date
- 12-29-1992
- Office Locations
- 1
Office Locations
9333 N. Meridian St. Suite 300 Indianapolis IN
About Northwest Financial Services INC
Northwest Financial Services INC is a Indianapolis-based RIA. The firm has been operating for 33 years. Managing $634.9M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
34 AVG AGE
$70.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.3 yrs AVG TENURE
11 Employees
9 Advisory Reps
9 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Zenith harbor Peak summit
Client Personas
Delta
Custodian
Signal Ridge
Investment Themes
Legacy
Investment Vehicles
Optima
Services
Oak frontier Delta vertex Unison Radial capital Matrix quantum Wave Catalyst glacier Legacy
Technology
Prime Horizon alpha Glacier element Focus
Owner & Executives
M
MATTHEW COLIN YEITER
President
- CRD
- #5795570
- Ownership
- 50% but less than 75%
(767) 494-8587
foundation.crest@beaconcapital.com
in linkedin.com/in/wave-legacy
T
THOMAS DANE GROSS
Analyst, Partner, VICE PRESIDENT
- CRD
- #5975414
- Ownership
- 25% but less than 50%
(210) 795-7109
vector.ridge@horizoncapital.com
in linkedin.com/in/unison-horizon
V
Vector value
Matrix element
- CRD
- #38192
- Ownership
- 45.3%
(955) 719-8091
radial.frontier@radialcapital.com
in linkedin.com/in/zenith-beacon
Showing 2 of 4 owners & executives
Unlock allContacts
R
Rachel L Leman
--
- CRD
- #6844374
(210) 548-6634
insight.harbor@wavecapital.com
in linkedin.com/in/crest-pathway
M
Molly O'Shea
--
- CRD
- #7605321
(959) 811-4688
wave.insight@pioneercapital.com
in linkedin.com/in/peak-north
A
Atlas delta
Alpha pathway
- CRD
- #24024
(229) 616-7896
oak.fusion@wavecapital.com
in linkedin.com/in/timber-element
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $634,899,243 | $1,684,083 |
| Non-Discretionary | $0 | -- |
| Total | $634,899,243 | $1,684,083 |
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Separately Managed Accounts
Total SMA Asset: $634,899,243
Public Funds:
52.2% Cash:
25.3% Equity - Exchange:
22.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,226,131,504 | 52.2% |
| Cash | $594,274,465 | 25.3% |
| Equity - Exchange | $528,504,959 | 22.5% |
| Total | $2,348,910,928 | 100.0% |