Northwest Financial Services Inc
Northwest Financial Services Inc is an SEC-registered wealth manager in Indianapolis, IN with $634.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Northwest Financial Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106805, SEC 801-42770, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $634.9M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Indianapolis, IN
- Employees
- 11
- Clients
- 377
- CRD
- 106805
- Ownership
- RENO, WILLIAM, LOUIS; RENO, KATHLEEN, ELIZABETH; PETTERSEN, AARON, JAMES; GROSS, THOMAS, DANE; YEITER, MATTHEW, COLIN
How much AUM does Northwest Financial Services Inc have?
Northwest Financial Services Inc reported $634.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Northwest Financial Services Inc?
Disclosed owners and executives of Northwest Financial Services Inc include RENO, WILLIAM, LOUIS, RENO, KATHLEEN, ELIZABETH, PETTERSEN, AARON, JAMES, GROSS, THOMAS, DANE, YEITER, MATTHEW, COLIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.