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 has been registered with the SEC since 2008. The ownership is listed as a combination of a domestic entity and an individual. Public-facing disclosures about the firm's business activities, client segments, advisory services, and fee structure are minimal; the firm is classified as "Unclassified" in the available snapshot. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The profile also indicates it is not a multi-state adviser, not newly formed, and does not operate as a pension consultant or related adviser under the available fields.
Assets & Accounts
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
2 of 2
Nicole Davis
Chief Compliance OfficerCRD 5282526

Kevin Fisher
President, CEOCRD 3052088
Contacts
3 of 18
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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