NORTHWEST ADVISORS, INC.
CRD #154032 SEC #801-78838 WARREN, PA (877) 300-3454
SEC Registered
Total AUM
$362.5M
Discretionary
$350.3M
Employees
22
Clients
1
Accounts
2,414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $362.5M | $350.3M | $12.2M | 22 | 0 |
| Mar 2017 | $368.2M | $345.4M | $22.8M | 25 | 2,500 |
| May 2016 | $360.6M | $345.6M | $15M | 40 | 2,400 |
| Apr 2016 | $360.6M | $345.6M | $15M | 40 | 2,400 |
| Mar 2016 | $360.6M | $345.6M | $15M | 40 | 2,400 |
| Nov 2015 | $353.9M | $339.1M | $14.8M | 41 | 2,300 |
| Feb 2015 | $353.9M | $339.1M | $14.8M | 41 | 2,300 |
| Dec 2014 | $144.5M | $140.8M | $3.7M | 37 | 1,300 |
| Jul 2014 | $144.5M | $140.8M | $3.7M | 37 | 1,300 |
| Feb 2014 | $144.5M | $140.8M | $3.7M | 37 | 1,300 |
| Jan 2014 | $144.5M | $140.8M | $3.7M | 32 | 1,300 |
| Nov 2013 | $114.5M | $112.5M | $2M | 27 | 1,018 |
DateMar 2018
Total AUM$362.5M
Discretionary$350.3M
Non-Disc.$12.2M
Employees22
Clients0
DateMar 2017
Total AUM$368.2M
Discretionary$345.4M
Non-Disc.$22.8M
Employees25
Clients2,500
DateMay 2016
Total AUM$360.6M
Discretionary$345.6M
Non-Disc.$15M
Employees40
Clients2,400
DateApr 2016
Total AUM$360.6M
Discretionary$345.6M
Non-Disc.$15M
Employees40
Clients2,400
DateMar 2016
Total AUM$360.6M
Discretionary$345.6M
Non-Disc.$15M
Employees40
Clients2,400
DateNov 2015
Total AUM$353.9M
Discretionary$339.1M
Non-Disc.$14.8M
Employees41
Clients2,300
DateFeb 2015
Total AUM$353.9M
Discretionary$339.1M
Non-Disc.$14.8M
Employees41
Clients2,300
DateDec 2014
Total AUM$144.5M
Discretionary$140.8M
Non-Disc.$3.7M
Employees37
Clients1,300
DateJul 2014
Total AUM$144.5M
Discretionary$140.8M
Non-Disc.$3.7M
Employees37
Clients1,300
DateFeb 2014
Total AUM$144.5M
Discretionary$140.8M
Non-Disc.$3.7M
Employees37
Clients1,300
DateJan 2014
Total AUM$144.5M
Discretionary$140.8M
Non-Disc.$3.7M
Employees32
Clients1,300
DateNov 2013
Total AUM$114.5M
Discretionary$112.5M
Non-Disc.$2M
Employees27
Clients1,018