Northbound Wealth

Northbound Wealth (CRD# 311107) is a financial advisory firm headquartered in Indianapolis, IN. They manage $32,786,602 in 186 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $176,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Northbound Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Brent M. Foster
CRD#: 5054998
9247 N. Meridian Street, Suite 206, Indianapolis, IN 46260

Brent Foster (CRD# 5054998) is an Investment Advisor Representative working at Northbound Wealth in Indianapolis, IN and has over 15 years of experience in the finance industry.

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