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NORTHWEST ADVISORY INC
CRD 108786 · SEC 801-64242
872-C EAST FRANKLIN STREET, DAYTON, OH, 45459, United States
Phone
937-439-7220
Fax
937-439-7223
Registration
— (—)
Source
State registered
Total AUM
$41.6M
Discretionary AUM
$41.6M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $1.9M |
| Corporations/business entities | 7 | $39.7M |
Official SEC filing: View on IAPD