Northwestern Mutual Private Client

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

673

Total plan assets

$45.3M

Filings (rows)

Direct comp

$116K

Indirect comp

Showing only "NORTHWESTERN MUTUAL PRIVATE CLIENT"

View all 47 variants aggregated →

NORTHWESTERN MUTUAL WEALTH MGMT CO332 NORTHWESTERN MUTUAL INVESTMENT SERV302 NORTHWESTERN MUTUAL INVESTMENT SVCS121 NORTHWESTERN MUTUAL119 NORTHWESTERN MUTUAL WEALTH MGMT108 NORTHWESTERN MUTUAL INVESTMENT94

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Homes by West Bay, LLC Homes by West Bay 401(k) Plan · all filings	RIVERVIEW, FL	Advisor / Consultant	250	$19.2M	$47K	$0
Homes by West Bay, LLC Homes by West Bay 401(k) Plan · all filings	RIVERVIEW, FL	Advisor / Consultant	225	$14.9M	$37K	$0
Homes by West Bay, LLC Homes by West Bay 401(k) Plan · all filings	RIVERVIEW, FL	Advisor / Consultant	198	$11.2M	$32K	$0