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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2018
- Office Locations
- 1
Office Locations
About Northwest Planning Advisors LLC
Northwest Planning Advisors LLC is a Spokane, WA RIA providing financial and investment planning for individuals and families, with an emphasis on retirement transitions and risk management, including insurance and annuities. Services include tax and estate planning and business succession, and portfolios may use mutual funds and ETFs. The firm is a member of the Spokane Retirement Resource Center, supporting retirement education events; custody includes firms such as Schwab and Fidelity.
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Investment Themes
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Owner & Executives
DUSTIN Michael ALLBERY
Chief Compliance Officer, Consultant, President
- CRD
- #6128753
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $30,191,794 | -- |
| Total | $30,191,794 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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