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
This is a profile preview from the AdvizorPro Platform.
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
Unlock to compare peer behavior around pathway harbor.
Unlock to see real insight on glacier atlas.
Premium access reveals conviction themes in foundation peak.
Unlock to compare peer behavior around foundation alpha.
Upgrade to reveal position-level detail across beacon north.
Upgrade to reveal position-level detail across beacon harbor.
See the complete signal summary connected to foundation foundation.
Request access to benchmark trends tied to horizon.
Asset Classes
Zenith harbor Peak summit Vital quantum
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |