650 Sw Bond St.
Suite 250
Bend, Oregon 97702
Tel: (541) 388-9888
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 158455 |
SEC# | 801-72636 |
Assets Managed by Firm | $391,987,288 |
No. of Clients | 1767 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1767 | $391,987,288 |
Individuals (other than high net worth individuals) | 776 | $126,023,117 |
High net worth individuals | 333 | $251,268,473 |
Pension and profit sharing plans | Fewer than 5 clients | $2,428,928 |
Charitable organizations | Fewer than 5 clients | $605,685 |
Corporations or other businesses | 5 | $3,592,347 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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