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NORTHWIND FINANCIAL LLC
CRD 342069 · SEC 801-136199
2445 NE DIVISION ST, STE 204, BEND, OR, 97703-3568, United States
Phone
541-318-7871
Fax
541-318-7871
Registration
— (—)
Source
State registered
Total AUM
$105.4M
Discretionary AUM
$105.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $39.6M |
| High net worth individuals | 22 | $65.8M |
All web addresses on file
Official SEC filing: View on IAPD