NW Straits Financial Services
RIASEC Registered
Total AUM
$16.5M
Discretionary
$16.5M
100% of AUM
Avg account
$284K
Accounts
58
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 315904
- Website
- www.nwstraits.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.11%
- Individuals16.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
NW Straits Financial Services is an independent, owner-operated RIA organized as an LLC that advises individuals and families. The firm offers financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines AUM-based fees with hourly billing. The adviser does not identify as an active ESG investor, is not a multi-state adviser on record, and is not positioned as a capital allocator or pension consultant.
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 Equities82%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Adam Van Ness
PrincipalCRD 4976468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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