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NORTHWEST QUADRANT WEALTH MANAGEMENT

650 Sw Bond St.
Suite 250
Bend, Oregon 97702
Tel: (541) 388-9888

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About NORTHWEST QUADRANT WEALTH MANAGEMENT

NORTHWEST QUADRANT WEALTH MANAGEMENT, formally registered with the SEC as NORTHWEST QUADRANT WEALTH MANAGEMENT. The firm was established in 08/18/2011. They have over 2 offices throughout the country.

NORTHWEST QUADRANT WEALTH MANAGEMENT is a Bend, Oregon based Financial Planning firm with nearly $391,987,288 assets under management, offering retirement planning & investment advisory services to 1767 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158455
SEC#801-72636
Assets Managed by Firm$391,987,288
No. of Clients1767
No. of Advisors6

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total1767$391,987,288
Individuals (other than high net worth individuals)776$126,023,117
High net worth individuals333$251,268,473
Pension and profit sharing plansFewer than 5 clients$2,428,928
Charitable organizationsFewer than 5 clients$605,685
Corporations or other businesses5$3,592,347

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