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Karen Ann Benedict

NORTHWEST FINANCIAL ADVISORS LLC·HERNDON, Virginia
Unclaimed Profile
200 SPRING STREET, HERNDON, VA 20170CRD# 5454470Firm CRD# 166769
01

About

Karen Ann Benedict is a registered financial advisor based in HERNDON, Virginia, affiliated with NORTHWEST FINANCIAL ADVISORS 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
Nonprofits & Foundations
03

Firm Overview

Firm
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC
AUM
$1.7B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at NORTHWEST FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5454470
Firm CRD# 166769
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Ann Benedict offer?
Karen Ann Benedict specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERNDON, Virginia for a consultation.
What are Karen Ann Benedict's credentials?
Karen Ann Benedict is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Ann Benedict located?
Karen Ann Benedict is based in HERNDON, Virginia, working with NORTHWEST FINANCIAL ADVISORS LLC. Their office serves clients in the HERNDON metropolitan area and surrounding communities.
How does Karen Ann Benedict charge for services?
Karen Ann Benedict's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWEST FINANCIAL ADVISORS LLC?
NORTHWEST FINANCIAL ADVISORS LLC has approximately 37 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HERNDON
Kevin Scott Walrath — NORTHWEST FINANCIAL ADVISORS LLCDaniel Scott Hughes — HUGHES FINANCIAL SERVICES, LLCRobert Andrew Wiedemer — ARK FINANCIAL MANAGEMENT, LLCJohn David Wiedemer — ARK FINANCIAL MANAGEMENT, LLCKevin Duane Fisher — NORTHWEST FINANCIAL ADVISORS LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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