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 SEC-registered since 2008. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and an individual. The firm's profile indicates it does not operate as a capital allocator and does not self-identify as an active ESG investor. It is also not marked as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser. The firm has provided minimal public detail about its business model. FINTRX does not disclose the firm’s client segments, fee arrangements, specific advisory activities, or stated investment preferences, so there is no available summary of its typical mandate structure, target investor type, or portfolio construction approach. That lack of disclosure suggests further due diligence will be necessary to understand the services and investment strategies Northwest Financial Group actually delivers.
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 2NICOLE DAVIS
Chief Compliance OfficerCRD 5282526
KEVIN FISHER
President, CEOCRD 3052088
Contacts
3 of 16Nicholas 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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