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 a limited liability company that has been SEC-registered since 2008. FINTRX classifies the adviser as unclassified and lists the owner type as a domestic entity and individual. The dataset indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. Additional fields for business activities and advisory services are not populated in the available record.
Assets & Accounts
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
Owners & executives
2 of 2
Nicole Davis
Chief Compliance OfficerCRD 5282526
Kevin Fisher
President, CEOCRD 3052088
Contacts
3 of 17
Nicholas Tupaj
Associate Financial AdvisorCRD 7293764
Janna Vloet
Financial AdvisorCRD 7290898
Michele Silvestro
FinOpCRD 6960939
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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