Northwest Plan Services, Inc.
$294M reported client assets across 1 advisory firms in FY2021 annual amendments
Reported client assets over time
$216M
$294M
2019
2021
Same-firm comparison: 1 firms that reported Northwest Plan Services, Inc. in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Physician Wealth Advisors, Inc. | $294M | $1.5B | 20.0% | 03/15/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.