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NORTHWEST QUADRANT, LLC
NORTHWEST QUADRANT, LLC
NORTHWEST QUADRANT WEALTH MANAGEMENT
BEND, Oregon
·
3 registered advisors
·
CRD# 158455
SEC# 801-72636
1
541-388-9888
01
Firm Overview
AUM
$454M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NORTHWEST QUADRANT, LLC
3 registered advisors
Arnold Troy Reinhart
BEND, Oregon
CRD# 4749859
Robert Josh Fenili
BEND, Oregon
CRD# 6394941
Tyler Coughlin Simones
BEND, Oregon
CRD# 4088925
05
Office Locations
BEND, Oregon
3 advisors
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Data sourced from SEC Form ADV filings. NORTHWEST QUADRANT, LLC (CRD# 158455) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.