CRD: 109737
Northwest Investment Advisors, Inc.
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- Custodian
- Lincoln Financial · Stonex · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2002
- Office Locations
- 3
Office Locations
About Northwest Investment Advisors, Inc.
Northwest Investment Advisors, Inc. is a Spokane-based RIA with 3 offices. The firm has been operating for 23 years. Managing $45.3M in total assets under management, with 8 advisory representatives. They custody assets with Lincoln Financial and Stonex.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 8 advisory representatives and 117 clients, or 14.6 clients per representative. That equates to $386.9K in reported AUM per client.
The profile lists 3 reported office locations and 23 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Northwest Investment Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SEAN MICHAEL GRUBB
Chief Compliance Officer, Chief Financial Officer, Investment Advisor, President, Secretary
- CRD
- #4110305
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KATHERINE ALICE ANDERSON
--
- CRD
- #4723171
DAN CHARLES BETHEL
Financial Representative
- CRD
- #1303735
Showing 2 of 15 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $45,270,132 | -- |
| Total | $45,270,132 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Northwest Investment Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.