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NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC
HERNDON, Virginia
·
4 registered advisors
·
CRD# 166769
SEC# 801-77994
11
703-810-1072
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NORTHWEST FINANCIAL ADVISORS LLC
4 registered advisors
Karen Ann Benedict
HERNDON, Virginia
CRD# 5454470
Kevin Duane Fisher
HERNDON, Virginia
CRD# 3052088
Kevin Scott Walrath
HERNDON, Virginia
CRD# 2225303
Nicole Evette Davis
HERNDON, Virginia
CRD# 5282526
05
Office Locations
HERNDON, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. NORTHWEST FINANCIAL ADVISORS LLC (CRD# 166769) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.