Northwest Income Investments, Inc
Firm details
- Headquarters
- ,
- CRD number
- 116119
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.92%
- Individuals33.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Northwest Income Investments, Inc. operates as a corporation focused on portfolio management for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management, allowing for alignment of interests with its clients. Although it does not classify itself as an ESG investor, it is actively engaged in managing investment portfolios tailored to its clientele's specific needs. The firm does not serve as a capital allocator and is not affiliated with any related advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents15%
Contacts
1 of 1Ted Sealey
Owner, PresidentCRD 874179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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