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- Custodian
- Lincoln Financial · Stonex · Wells Fargo
- Clients
- Retail
- Platforms
- Pioneer
- Established Date
- 10-01-2002
- Office Locations
- 4
Office Locations
About Northwest Investment Advisors, Inc.
Northwest Investment Advisors, Inc. is a Spokane-based RIA with 4 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. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
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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
Unlock allContacts
KATHERINE ALICE ANDERSON
--
- CRD
- #4723171
DAN CHARLES BETHEL
Financial Representative
- CRD
- #1303735
Vertex optima
Harbor prime
- CRD
- #41324
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
Total SMA Asset: $45,270,132
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,577,400,012 | 43.6% |
| Cash | $2,725,186,710 | 46.1% |
| Equity - OTC | $608,881,196 | 10.3% |
| Total | $5,911,467,918 | 100.0% |