NORTHWEST FINANCIAL SERVICES INC
CRD #106805 SEC #801-42770 INDIANAPOLIS, IN 317-844-0448
SEC Registered
Total AUM
$551.4M
Discretionary
$551.4M
Employees
10
Clients
251
Accounts
375
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $551.4M | $551.4M | $0 | 10 | 0 |
| Oct 2025 | $551.4M | $551.4M | $0 | 10 | 0 |
| Feb 2025 | $551.4M | $551.4M | $0 | 10 | 0 |
| Nov 2024 | $482.3M | $482.3M | $0 | 9 | 0 |
| Mar 2024 | $486.8M | $486.8M | $0 | 9 | 0 |
| Sep 2023 | $414.5M | $414.5M | $0 | 10 | 0 |
| Feb 2023 | $414.5M | $414.5M | $0 | 10 | 0 |
| Mar 2022 | $449.7M | $449.7M | $0 | 12 | 0 |
| Dec 2021 | $389.4M | $388.6M | $763.5K | 12 | 0 |
| Feb 2021 | $389.4M | $388.6M | $763.5K | 13 | 0 |
| Dec 2020 | $344.2M | $343.5M | $680.6K | 12 | 0 |
| Jun 2020 | $344.2M | $343.5M | $680.6K | 12 | 0 |
| May 2020 | $344.2M | $343.5M | $680.6K | 12 | 0 |
| Mar 2020 | $344.2M | $343.5M | $680.6K | 12 | 0 |
| Mar 2019 | $296.1M | $295.5M | $563.3K | 12 | 361 |
| Mar 2018 | $305.9M | $305.6M | $256K | 10 | 338 |
| Dec 2017 | $270.4M | $268.8M | $1.6M | 10 | 327 |
| Mar 2017 | $270.4M | $268.8M | $1.6M | 10 | 300 |
| Sep 2016 | $255.1M | $246.4M | $8.8M | 10 | 300 |
| Mar 2016 | $255.1M | $246.4M | $8.8M | 10 | 300 |
| Apr 2015 | $271M | $261.7M | $9.3M | 9 | 300 |
| Mar 2015 | $271M | $261.7M | $9.3M | 9 | 300 |
| Oct 2014 | $263.4M | $253.7M | $9.7M | 9 | 300 |
| Mar 2014 | $263.4M | $253.7M | $9.7M | 9 | 300 |
| Mar 2013 | $214.6M | $207.9M | $6.6M | 9 | 300 |
| Mar 2012 | $196.8M | $184.5M | $12.3M | 6 | 300 |
| Nov 2011 | $193M | $179.7M | $13.3M | 6 | 251 |
| Jun 2011 | $193M | $179.7M | $13.3M | 10 | -- |
| Jun 2011 | $193M | $179.7M | $13.3M | 10 | -- |
| Mar 2011 | $193M | $179.7M | $13.3M | 10 | -- |
| Mar 2010 | $168.1M | $157.8M | $10.2M | 10 | -- |
| Mar 2007 | $160.1M | $151.3M | $8.8M | 5 | -- |
| Sep 2005 | $121.3M | $85.5M | $35.7M | 5 | -- |
| Apr 2002 | $81.9M | $72.4M | $9.5M | 5 | -- |
| Nov 2001 | $85.5M | $51.9M | $33.6M | 5 | -- |
DateNov 2025
Total AUM$551.4M
Discretionary$551.4M
Non-Disc.$0
Employees10
Clients0
DateOct 2025
Total AUM$551.4M
Discretionary$551.4M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$551.4M
Discretionary$551.4M
Non-Disc.$0
Employees10
Clients0
DateNov 2024
Total AUM$482.3M
Discretionary$482.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$486.8M
Discretionary$486.8M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$449.7M
Discretionary$449.7M
Non-Disc.$0
Employees12
Clients0
DateDec 2021
Total AUM$389.4M
Discretionary$388.6M
Non-Disc.$763.5K
Employees12
Clients0
DateFeb 2021
Total AUM$389.4M
Discretionary$388.6M
Non-Disc.$763.5K
Employees13
Clients0
DateDec 2020
Total AUM$344.2M
Discretionary$343.5M
Non-Disc.$680.6K
Employees12
Clients0
DateJun 2020
Total AUM$344.2M
Discretionary$343.5M
Non-Disc.$680.6K
Employees12
Clients0
DateMay 2020
Total AUM$344.2M
Discretionary$343.5M
Non-Disc.$680.6K
Employees12
Clients0
DateMar 2020
Total AUM$344.2M
Discretionary$343.5M
Non-Disc.$680.6K
Employees12
Clients0
DateMar 2019
Total AUM$296.1M
Discretionary$295.5M
Non-Disc.$563.3K
Employees12
Clients361
DateMar 2018
Total AUM$305.9M
Discretionary$305.6M
Non-Disc.$256K
Employees10
Clients338
DateDec 2017
Total AUM$270.4M
Discretionary$268.8M
Non-Disc.$1.6M
Employees10
Clients327
DateMar 2017
Total AUM$270.4M
Discretionary$268.8M
Non-Disc.$1.6M
Employees10
Clients300
DateSep 2016
Total AUM$255.1M
Discretionary$246.4M
Non-Disc.$8.8M
Employees10
Clients300
DateMar 2016
Total AUM$255.1M
Discretionary$246.4M
Non-Disc.$8.8M
Employees10
Clients300
DateApr 2015
Total AUM$271M
Discretionary$261.7M
Non-Disc.$9.3M
Employees9
Clients300
DateMar 2015
Total AUM$271M
Discretionary$261.7M
Non-Disc.$9.3M
Employees9
Clients300
DateOct 2014
Total AUM$263.4M
Discretionary$253.7M
Non-Disc.$9.7M
Employees9
Clients300
DateMar 2014
Total AUM$263.4M
Discretionary$253.7M
Non-Disc.$9.7M
Employees9
Clients300
DateMar 2013
Total AUM$214.6M
Discretionary$207.9M
Non-Disc.$6.6M
Employees9
Clients300
DateMar 2012
Total AUM$196.8M
Discretionary$184.5M
Non-Disc.$12.3M
Employees6
Clients300
DateNov 2011
Total AUM$193M
Discretionary$179.7M
Non-Disc.$13.3M
Employees6
Clients251
DateJun 2011
Total AUM$193M
Discretionary$179.7M
Non-Disc.$13.3M
Employees10
Clients--
DateJun 2011
Total AUM$193M
Discretionary$179.7M
Non-Disc.$13.3M
Employees10
Clients--
DateMar 2011
Total AUM$193M
Discretionary$179.7M
Non-Disc.$13.3M
Employees10
Clients--
DateMar 2010
Total AUM$168.1M
Discretionary$157.8M
Non-Disc.$10.2M
Employees10
Clients--
DateMar 2007
Total AUM$160.1M
Discretionary$151.3M
Non-Disc.$8.8M
Employees5
Clients--
DateSep 2005
Total AUM$121.3M
Discretionary$85.5M
Non-Disc.$35.7M
Employees5
Clients--
DateApr 2002
Total AUM$81.9M
Discretionary$72.4M
Non-Disc.$9.5M
Employees5
Clients--
DateNov 2001
Total AUM$85.5M
Discretionary$51.9M
Non-Disc.$33.6M
Employees5
Clients--