Northwest Financial Group LLC
Firm details
- Headquarters
- Herndon, Virginia
- CRD number
- 145064
- Registered since
- March 19, 2008
- Website
- www.nw-financial.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Nicole Davis
Chief Compliance OfficerCRD 5282526

Kelly Demers
President and CEOCRD 6842521

Kevin Fisher
President, CEOCRD 3052088
Contacts
3 of 15
Neetu Kohli
Senior VP Business DevelopmentCRD 5266903

Barry Bass
Financial AdvisorCRD 4503355

Jiashuo Qin
Financial ConsultantCRD 7146969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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