NW Advisory

Overview

NW Advisory is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and it combines investment management with financial planning and educational services. Its advisory menu lists portfolio management for individuals, small businesses and institutions, pension consulting services, and financial planning; the firm also operates as an insurance broker. NW Advisory charges clients through a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements and other billing structures. The firm does not identify itself as an active ESG investor and is not classified as a multi-state adviser. NW Advisory relies on external managers for alternative strategies rather than operating as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives