NORTHWEST FINANCIAL ADVISORS LLC

200 Spring Street
Suite 120
Herndon, Virginia 20170
Tel: 703-810-1072

About NORTHWEST FINANCIAL ADVISORS LLC

NORTHWEST FINANCIAL ADVISORS LLC, formally registered with the SEC as NORTHWEST FINANCIAL ADVISORS LLC. The firm was established in 06/03/2013. They have over 12 offices throughout the country.

NORTHWEST FINANCIAL ADVISORS LLC is a Herndon, Virginia based Financial Planning firm with nearly $1,652,147,185 assets under management, offering retirement planning & investment advisory services to 3658 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166769
SEC#	801-77994
Assets Managed by Firm	$1,652,147,185
No. of Clients	3658
No. of Advisors	37

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3658	$1,652,147,185
Individuals (other than high net worth individuals)	2080	$774,381,508
High net worth individuals	411	$839,478,539
Pension and profit sharing plans	9	$18,491,869
Charitable organizations	5	$4,888,201
Corporations or other businesses	4	$14,907,068

More Retirement Planning firms in Herndon, Virginia:

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SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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