Daniel Clary Murphy

Northwest Investment Advisors, INC

25 Years of Experience

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Firm Information

Northwest Investment Advisors, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9 advisors

Number of Clients

95 clients

Average Client Portfolio

$371K average

Assets Under Management

$35.3M

Fee Structure

Financial Planning:Investment management only

Mr. Grubb works as a registered representative and is licensed to sell life insurance, long-term care, and fixed annuities on a commission basis. He may also receive 12(b)-1 trail or service fees from Mutual Fund companies.

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Areas of Practice

Investment ManagementInsurance Planning

Advisor Information

Office location

9 S Washington St Ste 211, Spokane, WA, 99201

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Daniel is a direct owner of Lodestone Wealth Management LLC, a registered investment advisor, dedicating nearly full-time hours to partnership duties. He also owns two rental properties, spending minimal time on their management.