Northwest Investment Advisors, Inc

Broker-DealerFINRA Member

Total AUM

$45.3M

Discretionary

$0

0% of AUM

Accounts

115

Employees

15

Advisory reps

15

Brokerage reps

15

Firm details

Headquarters: Spokane, Washington
CRD number: 109737
Registered since: October 1, 2002
Website: www.nwiainvest.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Northwest Investment Advisors, Inc. is a privately owned corporation operating as an independent broker-dealer and insurance broker that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It functions as a capital allocator and offers multiple fee arrangements, including percentage-of-assets, hourly fees, and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Cash & Cash Equivalents4%
Non-Exchange Traded Equities1%

Contacts

3 of 15

Kristy Maples
Financial AdvisorCRD 5700163
Daniel Murphy
Senior Portfolio ManagerCRD 4418879
Torrey Holmquist
Registered RepresentativeCRD 3276716

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Spokane, WA

Spokane

Location

Spokane, WA

Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.

Metro area: Spokane-Spokane Valley-Coeur d'Alene, WA-ID
Region: West
County: Spokane
Address: 9 S Washington St
Time zone: PT (UTC-8)
Office locations

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