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Building 2NORTHWEST FINANCIAL ADVISORS LLC

Map pinHERNDON, VA
Phone703-810-1072
NotebookSEC #801-77994
Total AUM
$1.2B
Employees
37
Clients
1,915

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
200 SPRING STREET
SUITE 120
HERNDON
VA 20170
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
703-810-1072
Other Offices
11

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,756
Discretionary
$1.2B
Accounts
2,756
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,582
AUM
$555.6M
HNW Individual Clients
326
AUM
$656.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M
Charitable Organization Clients
4
AUM
$3.4M
Corporation or Business Clients
2
AUM
$26.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAHIILINLAMAMDMNNCNHNJNMNVNYOHORPASCTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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