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Northwest Financial Advisors LLC

● SEC registered since 2013CRD 166769SEC# 801-77994Herndon, VA
Export (members)
Reg. AUM
$1.92B
Employees
41
Accounts
3,896
Location
Herndon, VA

Northwest Financial Advisors LLC assets under management

Northwest Financial Advisors LLC is an investment advisory firm registered with the SEC based in Herndon, VA. The firm has been registered since 2013. It reports $1.9 billion in regulatory assets under management and employs 41 people.
rtholden.nwfllc.comView on SEC.gov ↗

Northwest Financial Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Karen Ann Benedict ControlSenior Vice PresidentUnder 5%2014
Kevin Duane Fisher ControlCeo/Executive RepUnder 5%2013
Nicole Evette Davis ControlChief Compliance OfficerUnder 5%2016
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Frequently asked questions

How much does Northwest Financial Advisors LLC manage?

Northwest Financial Advisors LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Northwest Financial Advisors LLC have?

Northwest Financial Advisors LLC reports 41 employees.

Where is Northwest Financial Advisors LLC located?

Northwest Financial Advisors LLC is based in Herndon, VA and has been SEC-registered since 2013.

Does Northwest Financial Advisors LLC disclose fund performance?

Northwest Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Spring Street, Suite 120, Herndon, VA 20170
Phone703-810-1072
Fax703-810-1079
Office hours8:30a.m. - 4:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.92B
Non-discretionary$0
Total (RAUM)$1.92B