Northwest Financial Advisors LLC
Firm details
- Headquarters
- Herndon, Virginia
- CRD number
- 166769
- Registered since
- June 3, 2013
- Website
- www.nwfllc.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.74%
- Individuals44.66%
- Corporations / Businesses2.14%
- Charitable Organizations0.28%
- Pension & Profit Sharing Plans0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Northwest Financial Advisors LLC is an SEC-registered investment adviser (registration in 2013) organized as an LLC and owned by a combination of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars. Its client billing combines a percentage-of-assets-under-management fee model with the availability of hourly charges. Northwest identifies itself as not being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$807M in ETFs
7%
$53.3M
86%
$754M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ACTIVE GROWTH ETF (JGRO) | JP Morgan | Active | Large Growth | $96.8M | 1,001,949 | 11.99% |
Location
Herndon, VA
Fairfax
Location
Herndon, VA
Headquartered in Herndon, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 200 Spring St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Hughes Financial Services, LLC
RIAHerndon, VA
Birks Financial Corp.
RIAHerndon, VA
RR Portfolios, LLC
RIAHerndon, VA
Dream Financial Planning
RIAHerndon, VA
Cedarstream Wealth, LLC
RIAHerndon, VA
Graves Light Lenhart
RIAHarrisonburg, VA