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NORTHWEST FINANCIAL SERVICES INC
CRD 106805 · SEC 801-42770
9333 N MERIDIAN ST, STE 300, INDIANAPOLIS, IN, 46260, United States
Phone
317-844-0448
Fax
317-844-0458
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$634.9M
Discretionary AUM
$634.9M
Team
11 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 208 | $100.8M |
| High net worth individuals | 169 | $534.1M |
States served
AZ, CA, CO, IN, MI, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD