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NORTHWEST QUADRANT WEALTH MANAGEMENT
650 Sw Bond St.
Suite 250
Bend, Oregon 97702
Tel: 541-388-9888
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 $533,960,987 assets under management, offering retirement planning & investment advisory services to 1741 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158455 |
| SEC# | 801-72636 |
| Assets Managed by Firm | $533,960,987 |
| No. of Clients | 1741 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1741 | $533,960,987 |
| Individuals (other than high net worth individuals) | 689 | $136,797,953 |
| High net worth individuals | 348 | $385,961,545 |
| Pension and profit sharing plans | 7 | $6,917,407 |
| Charitable organizations | Fewer than 5 clients | $266,682 |
| Corporations or other businesses | 6 | $4,017,400 |
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