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Robert Josh Fenili

NORTHWEST QUADRANT, LLC·BEND, Oregon
Unclaimed Profile
650 SW BOND ST., BEND, OR 97702CRD# 6394941Firm CRD# 158455
01

About

Robert Josh Fenili is a registered financial advisor based in BEND, Oregon, affiliated with NORTHWEST QUADRANT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTHWEST QUADRANT, LLC
NORTHWEST QUADRANT WEALTH MANAGEMENT
AUM
$454M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORTHWEST QUADRANT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6394941
Firm CRD# 158455
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Josh Fenili offer?
Robert Josh Fenili specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEND, Oregon for a consultation.
What are Robert Josh Fenili's credentials?
Robert Josh Fenili is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Josh Fenili located?
Robert Josh Fenili is based in BEND, Oregon, working with NORTHWEST QUADRANT, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does Robert Josh Fenili charge for services?
Robert Josh Fenili's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWEST QUADRANT, LLC?
NORTHWEST QUADRANT, LLC has approximately 6 employees and manages $454M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BEND
Melissa Hurst Wheeler — HIGHWEST GLOBAL MANAGEMENT, LLCTyler Coughlin Simones — NORTHWEST QUADRANT, LLCArnold Troy Reinhart — NORTHWEST QUADRANT, LLCJames Michael Conrads — CAPSTONE WEALTH MANAGEMENT GROUP, LLCGeoffrey Nyle Gruetzmacher — COPIA WEALTH MANAGEMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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