NORTHWEST INVESTMENT ADVISORS, INC
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
FINTRXOverview
Northwest Investment Advisors, Inc. is a corporate, SEC-registered advisory and broker-dealer organization that has been registered since 2002. The firm operates as an independent broker-dealer and insurance broker, primarily serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies itself as a capital allocator and, per regulatory filings, does not position itself as an active ESG investor.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Contacts
3 of 15KRISTY MAPLES
Financial AdvisorCRD 5700163
SANDRA MURRAY
OwnerCRD 1407964
KEVIN BURNETT
Registered RepresentativeCRD 6025928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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