NORTHWEST FINANCIAL GROUP LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
18
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 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

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

    Chief Compliance OfficerCRD 5282526

  • KEVIN FISHER

    President, CEOCRD 3052088

Contacts

3 of 16
  • Nicholas Tupaj

    Associate Financial AdvisorCRD 7293764

  • Janna Vloet

    Financial AdvisorCRD 7290898

  • Michele Silvestro

    FinOpCRD 6960939

Unlock 13 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