Northwest Financial Group LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
19
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 an SEC-registered limited liability company that appears on FINTRX as having been registered in 2008. The data lists owner type as a combination of a domestic entity and an individual and classifies the firm as "Unclassified." FINTRX shows no detail about the firm's advisory activities, target client base, or fee structure; the firm has not provided descriptive information on its investment process or business lines in the source data. Several status flags are recorded: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and is not labeled a newly formed adviser or a pension consultant. Related-adviser and multi-adviser relationships are not indicated in the file.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Nicole Davis

    Nicole Davis

    Chief Compliance OfficerCRD 5282526

  • Kevin Fisher

    Kevin Fisher

    President, CEOCRD 3052088

Contacts

3 of 17
  • Nicholas Tupaj

    Nicholas Tupaj

    Associate Financial AdvisorCRD 7293764

  • Janna Vloet

    Janna Vloet

    Financial AdvisorCRD 7290898

  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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