NORTHWEST FINANCIAL ADVISORS LLC
Firm details
- Headquarters
- HERNDON, Virginia
- CRD number
- 166769
- Registered since
- June 3, 2013
- Website
- www.nwfllc.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.74%
- Individuals44.66%
- Corporations / Businesses2.14%
- Charitable Organizations0.28%
- Pension & Profit Sharing Plans0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Northwest Financial Advisors LLC is an LLC that operates as an insurance broker‑dealer and has been SEC‑registered since 2013. The firm serves both individual and family clients as well as institutional and business clients. Its written advisory services emphasize financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and educational workshops. Fee arrangements combine a percentage of assets under management with hourly billing. The firm does not position itself as an active ESG investor and is not identified as a multi‑state advisory platform.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2NICOLE DAVIS
Chief Compliance OfficerCRD 5282526
KEVIN FISHER
President, CEOCRD 3052088
Contacts
3 of 17Janna Vloet
Financial AdvisorCRD 7290898
JERRY GUIDO
Wealth AdvisorCRD 5456403
THOMAS TURNER
Wealth AdvisorCRD 2255163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$58M in ETFs
41%
$23.6M
59%
$34.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO TOTAL RETURN BOND ETF (GTO) | Invesco | Active | Intermediate Core Plus Bond | $3.6M | 77,457 | 6.25% |
Location
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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