Investment adviser · CRD 108786
NORTHWEST ADVISORY INC
Investment adviser filing (IA)
DAYTON, OH, United States · Form ADV filed Mar 9, 2012
- Regulatory AUM
- $37.9M Form ADV · Item 5.F
- Client accounts
- 24 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
872-C EAST FRANKLIN STREETDAYTON, OH, 45459, United States
CRD 108786
Filing source
Form ADV 622108 · Mar 9, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.