1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NORTHWEST QUADRANT WEALTH MANAGEMENT

Map pinBEND, OR
Phone541-388-9888
NotebookSEC #801-72636
Total AUM
$579.7M
Employees
3
Clients
1,015

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 SW BOND ST.
SUITE 250
BEND
OR 97702
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
541-388-9888
Other Offices
1

ReceiptFinancials

Total AUM
$579.7M
Accounts
1,771
Discretionary
$574.9M
Accounts
1,763
Non-Discretionary
$4.8M
Accounts
8

ContactClients

View more in analytics →

Individual Clients
668
AUM
$145.3M
HNW Individual Clients
336
AUM
$424.4M
Pension/Profit Sharing Plan Clients
1
AUM
$5.6M
Charitable Organization Clients
5
AUM
$631.1K
Corporation or Business Clients
5
AUM
$3.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOIDLANENHORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account