Northwest Financial Group LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
20
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 registered with the SEC since 2008. The ownership is listed as a combination of a domestic entity and an individual. Public-facing disclosures about the firm's business activities, client segments, advisory services, and fee structure are minimal; the firm is classified as "Unclassified" in the available snapshot. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The profile also indicates it is not a multi-state adviser, not newly formed, and does not operate as a pension consultant or related adviser under the available fields.

Assets & Accounts

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 18
  • Neetu Kohli

    Neetu Kohli

    Senior VP Business DevelopmentCRD 5266903

  • Barry Bass

    Barry Bass

    Financial AdvisorCRD 4503355

  • Jiashuo Qin

    Jiashuo Qin

    Financial ConsultantCRD 7146969

Unlock 15 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth