Northwest Financial Group LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Herndon, Virginia
CRD number
145064
Registered since
March 19, 2008

Firm profile

FINTRX

Overview

Northwest Financial Group LLC is organized as a limited liability company and is listed as having mixed ownership by a domestic corporate entity and individual owner(s). The firm is categorized as unclassified in the available records, and the public snapshot contains minimal descriptive detail about its advisory model, client segments, fee arrangements, or specific business activities. Several operational flags are present in the record: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not designated as a multi-state adviser, is not newly formed, does not appear as a pension consultant, and is not listed as a related adviser. Beyond those attribute flags, the source provides no further information about investment mandates, service lines, or client focus.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Nicole Davis

    Nicole Davis

    Chief Compliance OfficerCRD 5282526

  • Kelly Demers

    Kelly Demers

    President and CEOCRD 6842521

  • Kevin Fisher

    Kevin Fisher

    President, CEOCRD 3052088

Contacts

3 of 15
  • Neetu Kohli

    Neetu Kohli

    Senior VP Business DevelopmentCRD 5266903

  • Barry Bass

    Barry Bass

    Financial AdvisorCRD 4503355

  • Jiashuo Qin

    Jiashuo Qin

    Financial ConsultantCRD 7146969

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth