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. FINTRX classifies the firm as "unclassified." The ownership is listed as a combination of a domestic entity and an individual. The snapshot flags several regulatory and strategy attributes as negative: the firm is not identified as a capital allocator, does not report being an active ESG investor, is not listed as a multi-state adviser, is not newly formed, and is not described as a pension consultant or related adviser. The firm has not supplied descriptive details about its client segments, fee schedules, core business activities, or advisory services in the source record. FINTRX also notes no entries for activities and affiliations.
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
3 of 3
Nicole Davis
Chief Compliance OfficerCRD 5282526

Kelly Demers
President and CEOCRD 6842521

Kevin Fisher
President, CEOCRD 3052088
Contacts
3 of 17
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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