Claim Profile
KW

Kevin Scott Walrath

NORTHWEST FINANCIAL ADVISORS LLC·HERNDON, Virginia
Unclaimed Profile
200 SPRING STREET, HERNDON, VA 20170CRD# 2225303Firm CRD# 166769
01

About

Kevin Scott Walrath 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
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# 2225303
Firm CRD# 166769
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HERNDON?

Browse all registered financial advisors in HERNDON, Virginia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Scott Walrath offer?
Kevin Scott Walrath specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERNDON, Virginia for a consultation.
What are Kevin Scott Walrath's credentials?
Kevin Scott Walrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Scott Walrath located?
Kevin Scott Walrath 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 Kevin Scott Walrath charge for services?
Kevin Scott Walrath'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty