NORTHWEST FINANCIAL ADVISORS LLC

NORTHWEST FINANCIAL ADVISORS LLC of HERNDON, VA is an SEC-registered investment adviser (CRD 166769). Regulatory assets under management: $1.2B.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (8)

NameRoleLocation
Kevin Duane FisherCEO/EXECUTIVE REP—
Karen Ann BenedictSENIOR VICE PRESIDENT—
Nicole Evette DavisCHIEF COMPLIANCE OFFICER—
BENEDICT KAREN ANNSENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER—
FISHER KEVIN DUANECEO/EXECUTIVE REP—
WALRATH KEVIN SCOTTCHIEF OPERATING OFFICER—
SAUNDERS NICOLE EVETTECHIEF COMPLIANCE OFFICER—
DAVIS NICOLE EVETTECHIEF COMPLIANCE OFFICER—

Branch offices (10)

CityStateEmployeesPhone
ARLINGTONVA2703-810-1072
VIENNAVA1703-810-1072
CHANTILLYVA1703-810-1072
GAINESVILLEVA1703-810-1072
ROCKVILLEMD1703-810-1072
MIDDLEBURGVA1703-810-1072
STERLINGVA17038101072
ASHBURNVA17038101072
LEESBURGVA1703-810-1072
MCLEANVA1703-810-1072

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