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Julie Ann Stanton

NORTHWEST ADVISORY INC·DAYTON, Ohio
Unclaimed Profile
872-C EAST FRANKLIN STREET, DAYTON, OH 45459CRD# 4370720Firm CRD# 108786
01

About

Julie Ann Stanton is a registered financial advisor based in DAYTON, Ohio, affiliated with NORTHWEST ADVISORY INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NORTHWEST ADVISORY INC
NORTHWEST ADVISORY INC
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NORTHWEST ADVISORY INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4370720
Firm CRD# 108786
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Ann Stanton offer?
Julie Ann Stanton specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DAYTON, Ohio for a consultation.
What are Julie Ann Stanton's credentials?
Julie Ann Stanton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Stanton located?
Julie Ann Stanton is based in DAYTON, Ohio, working with NORTHWEST ADVISORY INC. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Julie Ann Stanton charge for services?
Julie Ann Stanton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWEST ADVISORY INC?
NORTHWEST ADVISORY INC has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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